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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 | $31,139 | $46,599-33.2% | $64,101-51.4% | $75,173-58.6% |
| Participation rate | 35.6% | 65.9%-30.4pp | 72.3%-36.8pp | 67.2%-31.6pp |
| Annual return | 16.18% | 26.06%-9.9pp | 33.72%-17.5pp | 160.72%-144.5pp |
| Employer contribution / active EE | $163 | $1,975-91.7% | $2,749-94.1% | $2,671-93.9% |
| Participant deferral / active EE | $2,916 | $2,837+2.8% | $3,881-24.9% | $4,126-29.3% |
| Admin fee / account holder | $377 | $2,956-87.3% | $3,070-87.7% | $5,651-93.3% |