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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 | $37,653 | $50,554-25.5% | $67,681-44.4% | $87,485-57.0% |
| Participation rate | 17.9% | 67.7%-49.8pp | 73.7%-55.8pp | 68.9%-51.0pp |
| Annual return | 11.56% | 17.81%-6.3pp | 590.58%-579.0pp | 26.06%-14.5pp |
| Employer contribution / active EE | $140 | $1,988-93.0% | $2,678-94.8% | $2,596-94.6% |
| Participant deferral / active EE | $987 | $2,961-66.7% | $3,976-75.2% | $4,274-76.9% |
| Admin fee / account holder | $1,311 | $4,132-68.3% | $6,100-78.5% | $7,775-83.1% |