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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 | $35,533 | $87,132-59.2% | $105,624-66.4% | $80,959-56.1% |
| Participation rate | 54.9% | 70.4%-15.5pp | 75.3%-20.3pp | 67.7%-12.7pp |
| Annual return | 12.72% | 17.03%-4.3pp | 116.20%-103.5pp | 35.67%-22.9pp |
| Employer contribution / active EE | $273 | $2,397-88.6% | $3,168-91.4% | $2,757-90.1% |
| Participant deferral / active EE | $1,713 | $3,985-57.0% | $5,013-65.8% | $4,300-60.2% |
| Admin fee / account holder | $2,473 | $8,449-70.7% | $10,961-77.4% | $6,925-64.3% |