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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 | $41,016-58.3% | $152,093-88.7% | $64,097-73.3% |
| Participation rate | 51.5% | 51.3%+0.2pp | 77.8%-26.2pp | 55.2%-3.7pp |
| Annual return | 15.54% | 39.60%-24.1pp | 66.36%-50.8pp | 34.64%-19.1pp |
| Employer contribution / active EE | $75 | $1,342-94.4% | $4,175-98.2% | $1,891-96.0% |
| Participant deferral / active EE | $819 | $1,927-57.5% | $5,451-85.0% | $3,080-73.4% |
| Admin fee / account holder | $3,884 | $2,305+68.5% | $14,497-73.2% | $3,454+12.4% |