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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 | $30,243 | $65,041-53.5% | $90,965-66.8% | $79,858-62.1% |
| Participation rate | 41.3% | 61.6%-20.3pp | 69.0%-27.7pp | 69.6%-28.3pp |
| Annual return | 13.58% | 30.45%-16.9pp | 134.57%-121.0pp | 31.72%-18.1pp |
| Employer contribution / active EE | $167 | $1,247-86.6% | $2,122-92.1% | $2,471-93.2% |
| Participant deferral / active EE | $2,102 | $2,512-16.3% | $3,373-37.7% | $3,740-43.8% |
| Admin fee / account holder | $2,543 | $4,536-43.9% | $5,960-57.3% | $5,306-52.1% |