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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 | $26,336 | $56,054-53.0% | $171,082-84.6% | $62,881-58.1% |
| Participation rate | 63.9% | 62.9%+1.0pp | 76.7%-12.8pp | 69.3%-5.4pp |
| Annual return | 10.71% | 22.52%-11.8pp | 32.56%-21.9pp | 20.14%-9.4pp |
| Employer contribution / active EE | $169 | $1,731-90.2% | $4,002-95.8% | $2,281-92.6% |
| Participant deferral / active EE | $1,701 | $3,158-46.1% | $4,797-64.5% | $3,203-46.9% |
| Admin fee / account holder | $1,318 | $3,647-63.9% | $8,520-84.5% | $4,296-69.3% |