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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 | $21,320 | $47,479-55.1% | $62,929-66.1% | $82,448-74.1% |
| Participation rate | 48.8% | 66.9%-18.1pp | 73.1%-24.3pp | 68.1%-19.3pp |
| Annual return | 27.49% | 20.34%+7.1pp | 1063.93%-1036.4pp | 41.64%-14.1pp |
| Employer contribution / active EE | $203 | $1,885-89.2% | $2,505-91.9% | $2,551-92.0% |
| Participant deferral / active EE | $1,956 | $2,870-31.8% | $3,888-49.7% | $4,139-52.7% |
| Admin fee / account holder | $1,358 | $3,804-64.3% | $5,065-73.2% | $7,234-81.2% |