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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 | $29,397 | $57,976-49.3% | $63,018-53.4% | $62,293-52.8% |
| Participation rate | 45.4% | 75.9%-30.6pp | 74.8%-29.4pp | 69.5%-24.1pp |
| Annual return | 20.35% | 17.54%+2.8pp | 87.62%-67.3pp | 28.90%-8.5pp |
| Employer contribution / active EE | $505 | $2,415-79.1% | $2,761-81.7% | $2,042-75.3% |
| Participant deferral / active EE | $1,812 | $2,956-38.7% | $3,330-45.6% | $3,169-42.8% |
| Admin fee / account holder | $962 | $276+248.7% | $3,601-73.3% | $479+100.6% |