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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 | $51,101 | $71,208-28.2% | $93,681-45.5% | $80,911-36.8% |
| Participation rate | 48.1% | 60.4%-12.2pp | 68.7%-20.6pp | 67.6%-19.5pp |
| Annual return | 10.51% | 11.27%-0.8pp | 133.47%-123.0pp | 35.63%-25.1pp |
| Employer contribution / active EE | $27 | $1,564-98.3% | $2,422-98.9% | $2,756-99.0% |
| Participant deferral / active EE | $2,137 | $4,035-47.0% | $4,415-51.6% | $4,297-50.3% |
| Admin fee / account holder | $1,454 | $6,951-79.1% | $8,290-82.5% | $6,935-79.0% |