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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 | $35,670 | $53,128-32.9% | $86,582-58.8% | $70,126-49.1% |
| Participation rate | 47.5% | 65.3%-17.8pp | 73.5%-26.0pp | 69.5%-22.0pp |
| Annual return | 14.76% | 27.66%-12.9pp | 965.08%-950.3pp | 73.15%-58.4pp |
| Employer contribution / active EE | $175 | $2,068-91.6% | $2,839-93.8% | $2,343-92.5% |
| Participant deferral / active EE | $1,137 | $2,695-57.8% | $3,609-68.5% | $3,332-65.9% |
| Admin fee / account holder | $7,266 | $3,584+102.7% | $4,904+48.2% | $4,645+56.4% |