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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 | $33,461 | $43,730-23.5% | $66,674-49.8% | $64,097-47.8% |
| Participation rate | 18.7% | 50.7%-32.1pp | 73.7%-55.0pp | 55.2%-36.5pp |
| Annual return | 15.83% | 53.62%-37.8pp | 321.24%-305.4pp | 34.64%-18.8pp |
| Employer contribution / active EE | $85 | $1,673-94.9% | $2,620-96.8% | $1,891-95.5% |
| Participant deferral / active EE | $720 | $2,122-66.1% | $4,084-82.4% | $3,080-76.6% |
| Admin fee / account holder | $4,518 | $2,708+66.9% | $5,098-11.4% | $3,454+30.8% |