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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 | $38,487 | $67,602-43.1% | $82,312-53.2% | $70,126-45.1% |
| Participation rate | 68.3% | 72.8%-4.5pp | 76.9%-8.6pp | 69.5%-1.2pp |
| Annual return | 14.17% | 21.57%-7.4pp | 25.88%-11.7pp | 73.15%-59.0pp |
| Employer contribution / active EE | $308 | $1,755-82.4% | $2,428-87.3% | $2,343-86.8% |
| Participant deferral / active EE | $2,186 | $2,987-26.8% | $3,706-41.0% | $3,332-34.4% |
| Admin fee / account holder | $11,124 | $4,512+146.6% | $5,608+98.4% | $4,645+139.5% |