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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 | $5,544 | $51,222-89.2% | $70,544-92.1% | $75,173-92.6% |
| Participation rate | 41.4% | 61.0%-19.6pp | 68.4%-27.0pp | 67.2%-25.8pp |
| Annual return | 30.21% | 30.06%+0.2pp | 32.79%-2.6pp | 160.72%-130.5pp |
| Employer contribution / active EE | $249 | $1,827-86.4% | $2,976-91.6% | $2,671-90.7% |
| Participant deferral / active EE | $1,160 | $2,850-59.3% | $4,568-74.6% | $4,126-71.9% |
| Admin fee / account holder | $333 | $4,096-91.9% | $6,427-94.8% | $5,651-94.1% |