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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 | $31,510 | $84,236-62.6% | $170,439-81.5% | $70,124-55.1% |
| Participation rate | 10.9% | 70.8%-59.9pp | 83.6%-72.7pp | 69.5%-58.6pp |
| Annual return | 23.18% | 23.06%+0.1pp | 205.94%-182.8pp | 73.14%-50.0pp |
| Employer contribution / active EE | $297 | $3,387-91.2% | $5,433-94.5% | $2,342-87.3% |
| Participant deferral / active EE | $883 | $3,086-71.4% | $4,939-82.1% | $3,332-73.5% |
| Admin fee / account holder | $709 | $5,698-87.6% | $13,881-94.9% | $4,645-84.7% |