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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 | $33,487 | $95,453-64.9% | $112,040-70.1% | $82,448-59.4% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 12.67% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $467 | $2,318-79.9% | $2,954-84.2% | $2,551-81.7% |
| Participant deferral / active EE | $2,845 | $4,224-32.6% | $5,098-44.2% | $4,139-31.3% |
| Admin fee / account holder | $6,155 | $9,013-31.7% | $12,098-49.1% | $7,234-14.9% |