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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,402 | $91,198-29.4% | $178,503-63.9% | $79,856-19.4% |
| Participation rate | 44.0% | 69.2%-25.2pp | 81.9%-37.9pp | 69.6%-25.6pp |
| Annual return | 14.39% | 24.20%-9.8pp | 151.12%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $57 | $3,257-98.2% | $5,011-98.9% | $2,471-97.7% |
| Participant deferral / active EE | $1,557 | $3,237-51.9% | $5,202-70.1% | $3,741-58.4% |
| Admin fee / account holder | $818 | $6,748-87.9% | $13,987-94.1% | $5,306-84.6% |