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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 | $57,800 | $58,493-1.2% | $84,023-31.2% | $72,976-20.8% |
| Participation rate | 31.4% | 61.2%-29.8pp | 69.0%-37.6pp | 69.5%-38.1pp |
| Annual return | 16.54% | 28.93%-12.4pp | 71.32%-54.8pp | 81.02%-64.5pp |
| Employer contribution / active EE | $168 | $1,163-85.6% | $1,984-91.6% | $2,440-93.1% |
| Participant deferral / active EE | $1,772 | $2,394-26.0% | $3,239-45.3% | $3,608-50.9% |
| Admin fee / account holder | $17,080 | $4,569+273.8% | $6,102+179.9% | $5,124+233.3% |