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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 | $24,871 | $49,280-49.5% | $67,313-63.1% | $64,173-61.2% |
| Participation rate | 51.5% | 60.8%-9.3pp | 69.1%-17.6pp | 69.6%-18.1pp |
| Annual return | 2.97% | -1.39%+4.4pp | -4.08%+7.0pp | 7.63%-4.7pp |
| Employer contribution / active EE | $230 | $1,668-86.2% | $2,566-91.0% | $2,381-90.3% |
| Participant deferral / active EE | $1,219 | $2,484-50.9% | $3,568-65.8% | $3,470-64.9% |
| Admin fee / account holder | $2,296 | $3,863-40.6% | $4,507-49.1% | $4,887-53.0% |