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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 | $25,629 | $48,364-47.0% | $71,796-64.3% | $62,881-59.2% |
| Participation rate | 61.5% | 60.6%+0.9pp | 69.1%-7.6pp | 69.3%-7.8pp |
| Annual return | 6.90% | 13.16%-6.3pp | 78.04%-71.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $77 | $1,042-92.6% | $1,924-96.0% | $2,281-96.6% |
| Participant deferral / active EE | $1,803 | $2,091-13.8% | $2,794-35.5% | $3,203-43.7% |
| Admin fee / account holder | $714 | $3,771-81.1% | $4,815-85.2% | $4,296-83.4% |