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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 | $22,406 | $45,087-50.3% | $69,483-67.8% | $72,976-69.3% |
| Participation rate | 43.6% | 68.5%-24.9pp | 74.6%-31.0pp | 69.5%-25.9pp |
| Annual return | 23.70% | 22.67%+1.0pp | 28.99%-5.3pp | 81.02%-57.3pp |
| Employer contribution / active EE | $232 | $2,055-88.7% | $2,780-91.7% | $2,440-90.5% |
| Participant deferral / active EE | $1,215 | $2,603-53.3% | $3,537-65.6% | $3,608-66.3% |
| Admin fee / account holder | $4,334 | $3,057+41.8% | $3,841+12.8% | $5,124-15.4% |