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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 | $41,596 | $87,132-52.3% | $105,624-60.6% | $80,959-48.6% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.3%-25.3pp | 67.7%-17.7pp |
| Annual return | 16.26% | 17.03%-0.8pp | 116.20%-99.9pp | 35.67%-19.4pp |
| Employer contribution / active EE | $318 | $2,397-86.7% | $3,168-90.0% | $2,757-88.5% |
| Participant deferral / active EE | $1,744 | $3,985-56.2% | $5,013-65.2% | $4,300-59.4% |
| Admin fee / account holder | $467 | $8,449-94.5% | $10,961-95.7% | $6,925-93.3% |