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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 | $30,839 | $49,657-37.9% | $93,063-66.9% | $67,986-54.6% |
| Participation rate | 11.2% | 49.9%-38.7pp | 72.1%-60.9pp | 57.2%-46.0pp |
| Annual return | 18.95% | 26.27%-7.3pp | 34.15%-15.2pp | 31.67%-12.7pp |
| Employer contribution / active EE | $215 | $1,279-83.2% | $2,476-91.3% | $2,019-89.4% |
| Participant deferral / active EE | $522 | $2,484-79.0% | $3,958-86.8% | $3,358-84.4% |
| Admin fee / account holder | $2,920 | $2,843+2.7% | $6,033-51.6% | $3,203-8.8% |