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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 | $27,151 | $72,272-62.4% | $101,264-73.2% | $79,858-66.0% |
| Participation rate | 47.7% | 68.5%-20.8pp | 75.8%-28.1pp | 69.6%-21.9pp |
| Annual return | 15.44% | 22.30%-6.9pp | 46.48%-31.0pp | 31.72%-16.3pp |
| Employer contribution / active EE | $528 | $2,692-80.4% | $3,660-85.6% | $2,471-78.6% |
| Participant deferral / active EE | $2,315 | $3,282-29.5% | $4,370-47.0% | $3,740-38.1% |
| Admin fee / account holder | $1,965 | $4,401-55.3% | $5,947-67.0% | $5,306-63.0% |