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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 | $38,456 | $71,197-46.0% | $93,669-58.9% | $80,925-52.5% |
| Participation rate | 48.0% | 60.4%-12.4pp | 68.7%-20.7pp | 67.7%-19.7pp |
| Annual return | 11.59% | 11.27%+0.3pp | 133.59%-122.0pp | 35.65%-24.1pp |
| Employer contribution / active EE | $50 | $1,565-96.8% | $2,424-97.9% | $2,756-98.2% |
| Participant deferral / active EE | $2,586 | $4,036-35.9% | $4,416-41.4% | $4,299-39.8% |
| Admin fee / account holder | $1,187 | $6,959-82.9% | $8,291-85.7% | $6,940-82.9% |