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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 | $17,113 | $45,343-62.3% | $150,298-88.6% | $67,986-74.8% |
| Participation rate | 51.5% | 51.9%-0.3pp | 77.8%-26.2pp | 57.2%-5.7pp |
| Annual return | 15.54% | 33.28%-17.7pp | 62.79%-47.2pp | 31.67%-16.1pp |
| Employer contribution / active EE | $75 | $1,462-94.9% | $4,154-98.2% | $2,019-96.3% |
| Participant deferral / active EE | $819 | $2,055-60.1% | $5,453-85.0% | $3,358-75.6% |
| Admin fee / account holder | $3,884 | $2,250+72.6% | $14,116-72.5% | $3,203+21.3% |