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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 | $50,809 | $77,569-34.5% | $115,599-56.0% | $64,097-20.7% |
| Participation rate | 33.1% | 60.7%-27.5pp | 74.3%-41.1pp | 55.2%-22.0pp |
| Annual return | 12.81% | 18.52%-5.7pp | 111.10%-98.3pp | 34.64%-21.8pp |
| Employer contribution / active EE | $270 | $1,915-85.9% | $2,955-90.9% | $1,891-85.7% |
| Participant deferral / active EE | $1,564 | $3,327-53.0% | $4,889-68.0% | $3,080-49.2% |
| Admin fee / account holder | $1,750 | $4,470-60.9% | $12,841-86.4% | $3,454-49.3% |