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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 | $28,137 | $49,239-42.9% | $70,462-60.1% | $79,858-64.8% |
| Participation rate | 33.3% | 69.2%-35.8pp | 75.1%-41.7pp | 69.6%-36.3pp |
| Annual return | 19.69% | 30.08%-10.4pp | 109.08%-89.4pp | 31.72%-12.0pp |
| Employer contribution / active EE | $167 | $2,100-92.1% | $2,737-93.9% | $2,471-93.2% |
| Participant deferral / active EE | $865 | $2,769-68.8% | $3,710-76.7% | $3,740-76.9% |
| Admin fee / account holder | $1,691 | $2,876-41.2% | $3,845-56.0% | $5,306-68.1% |