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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 | $42,690 | $51,638-17.3% | $68,368-37.6% | $82,448-48.2% |
| Participation rate | 20.5% | 63.6%-43.1pp | 73.8%-53.2pp | 68.1%-47.6pp |
| Annual return | 121.95% | 37.53%+84.4pp | 292.57%-170.6pp | 41.64%+80.3pp |
| Employer contribution / active EE | $202 | $2,047-90.2% | $2,649-92.4% | $2,551-92.1% |
| Participant deferral / active EE | $977 | $2,914-66.5% | $4,123-76.3% | $4,139-76.4% |
| Admin fee / account holder | $405 | $4,643-91.3% | $5,150-92.1% | $7,234-94.4% |