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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 | $25,876 | $39,132-33.9% | $57,196-54.8% | $62,881-58.8% |
| Participation rate | 50.0% | 70.5%-20.5pp | 75.3%-25.3pp | 69.3%-19.3pp |
| Annual return | 7.90% | 9.24%-1.3pp | 14.59%-6.7pp | 20.14%-12.2pp |
| Employer contribution / active EE | $360 | $1,874-80.8% | $2,683-86.6% | $2,281-84.2% |
| Participant deferral / active EE | $1,253 | $2,374-47.2% | $3,096-59.5% | $3,203-60.9% |
| Admin fee / account holder | $3,083 | $2,594+18.9% | $3,141-1.8% | $4,296-28.2% |