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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 | $30,433 | $52,279-41.8% | $89,435-66.0% | $79,856-61.9% |
| Participation rate | 26.3% | 57.5%-31.2pp | 68.0%-41.7pp | 69.6%-43.3pp |
| Annual return | 14.46% | 22.16%-7.7pp | 245.55%-231.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $118 | $1,572-92.5% | $2,587-95.4% | $2,471-95.2% |
| Participant deferral / active EE | $851 | $2,740-68.9% | $3,890-78.1% | $3,741-77.2% |
| Admin fee / account holder | $445 | $3,356-86.7% | $4,884-90.9% | $5,306-91.6% |