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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 | $43,856 | $39,132+12.1% | $57,196-23.3% | $62,881-30.3% |
| Participation rate | 53.5% | 70.5%-17.0pp | 75.3%-21.8pp | 69.3%-15.8pp |
| Annual return | 7.47% | 9.24%-1.8pp | 14.59%-7.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $130 | $1,874-93.1% | $2,683-95.2% | $2,281-94.3% |
| Participant deferral / active EE | $1,087 | $2,374-54.2% | $3,096-64.9% | $3,203-66.0% |
| Admin fee / account holder | $13,893 | $2,594+435.6% | $3,141+342.4% | $4,296+223.4% |