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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 | $32,452 | $77,920-58.4% | $149,723-78.3% | $75,177-56.8% |
| Participation rate | 36.0% | 65.6%-29.6pp | 78.8%-42.8pp | 67.2%-31.2pp |
| Annual return | 14.98% | 31.72%-16.7pp | 134.50%-119.5pp | 160.75%-145.8pp |
| Employer contribution / active EE | $187 | $3,138-94.1% | $4,821-96.1% | $2,671-93.0% |
| Participant deferral / active EE | $906 | $3,411-73.4% | $5,682-84.1% | $4,126-78.0% |
| Admin fee / account holder | $505 | $5,951-91.5% | $13,215-96.2% | $5,651-91.1% |