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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 | $34,126 | $47,105-27.6% | $68,368-50.1% | $67,986-49.8% |
| Participation rate | 10.9% | 51.8%-40.9pp | 73.8%-62.8pp | 57.2%-46.3pp |
| Annual return | 30.05% | 48.37%-18.3pp | 292.57%-262.5pp | 31.67%-1.6pp |
| Employer contribution / active EE | $168 | $1,859-91.0% | $2,649-93.7% | $2,019-91.7% |
| Participant deferral / active EE | $676 | $2,374-71.5% | $4,123-83.6% | $3,358-79.9% |
| Admin fee / account holder | $3,204 | $2,435+31.6% | $5,150-37.8% | $3,2030% |