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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 | $31,891 | $62,672-49.1% | $185,117-82.8% | $70,126-54.5% |
| Participation rate | 56.8% | 63.8%-7.0pp | 77.3%-20.5pp | 69.5%-12.8pp |
| Annual return | 16.51% | 40.79%-24.3pp | 40.50%-24.0pp | 73.15%-56.6pp |
| Employer contribution / active EE | $169 | $1,753-90.4% | $4,182-96.0% | $2,343-92.8% |
| Participant deferral / active EE | $1,738 | $3,272-46.9% | $5,045-65.6% | $3,332-47.8% |
| Admin fee / account holder | $5,092 | $3,932+29.5% | $8,159-37.6% | $4,645+9.6% |