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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 | $37,206 | $68,681-45.8% | $86,625-57.0% | $85,851-56.7% |
| Participation rate | 46.9% | 66.4%-19.4pp | 71.6%-24.7pp | 69.3%-22.4pp |
| Annual return | 14.81% | 20.12%-5.3pp | 63.52%-48.7pp | 318.63%-303.8pp |
| Employer contribution / active EE | $276 | $1,880-85.3% | $2,496-89.0% | $2,565-89.3% |
| Participant deferral / active EE | $1,410 | $2,919-51.7% | $3,700-61.9% | $3,952-64.3% |
| Admin fee / account holder | $1,010 | $5,974-83.1% | $5,830-82.7% | $6,261-83.9% |