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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 | $30,956 | $49,249-37.1% | $70,476-56.1% | $79,852-61.2% |
| Participation rate | 38.3% | 69.2%-30.9pp | 75.1%-36.8pp | 69.6%-31.3pp |
| Annual return | 7.58% | 30.09%-22.5pp | 109.12%-101.5pp | 31.72%-24.1pp |
| Employer contribution / active EE | $304 | $2,100-85.5% | $2,738-88.9% | $2,471-87.7% |
| Participant deferral / active EE | $1,281 | $2,769-53.7% | $3,710-65.5% | $3,740-65.7% |
| Admin fee / account holder | $474 | $2,878-83.5% | $3,847-87.7% | $5,306-91.1% |