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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 | $26,523 | $91,198-70.9% | $178,503-85.1% | $79,856-66.8% |
| Participation rate | 29.9% | 69.2%-39.3pp | 81.9%-52.1pp | 69.6%-39.8pp |
| Annual return | 16.45% | 24.20%-7.7pp | 151.12%-134.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $185 | $3,257-94.3% | $5,011-96.3% | $2,471-92.5% |
| Participant deferral / active EE | $985 | $3,237-69.6% | $5,202-81.1% | $3,741-73.7% |
| Admin fee / account holder | $1,235 | $6,748-81.7% | $13,987-91.2% | $5,306-76.7% |