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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 | $34,065 | $41,016-16.9% | $152,093-77.6% | $64,097-46.9% |
| Participation rate | 10.3% | 51.3%-41.0pp | 77.8%-67.4pp | 55.2%-44.9pp |
| Annual return | 23.46% | 39.60%-16.1pp | 66.36%-42.9pp | 34.64%-11.2pp |
| Employer contribution / active EE | $71 | $1,342-94.7% | $4,175-98.3% | $1,891-96.3% |
| Participant deferral / active EE | $1,058 | $1,927-45.1% | $5,451-80.6% | $3,080-65.6% |
| Admin fee / account holder | $878 | $2,305-61.9% | $14,497-93.9% | $3,454-74.6% |