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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 | $35,215 | $65,582-46.3% | $64,101-45.1% | $71,511-50.8% |
| Participation rate | 47.1% | 73.2%-26.1pp | 72.3%-25.3pp | 67.9%-20.9pp |
| Annual return | 12.67% | 18.96%-6.3pp | 33.72%-21.1pp | 28.86%-16.2pp |
| Employer contribution / active EE | $123 | $2,671-95.4% | $2,749-95.5% | $2,589-95.2% |
| Participant deferral / active EE | $1,973 | $3,628-45.6% | $3,881-49.2% | $4,291-54.0% |
| Admin fee / account holder | $1,302 | $616+111.2% | $3,070-57.6% | $1,588-18.1% |