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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 | $28,586 | $46,599-38.7% | $64,101-55.4% | $75,173-62.0% |
| Participation rate | 32.6% | 65.9%-33.3pp | 72.3%-39.7pp | 67.2%-34.6pp |
| Annual return | 13.77% | 26.06%-12.3pp | 33.72%-19.9pp | 160.72%-146.9pp |
| Employer contribution / active EE | $300 | $1,975-84.8% | $2,749-89.1% | $2,671-88.8% |
| Participant deferral / active EE | $1,500 | $2,837-47.1% | $3,881-61.4% | $4,126-63.7% |
| Admin fee / account holder | $10,089 | $2,956+241.3% | $3,070+228.6% | $5,651+78.5% |