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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 | $36,033 | $51,184-29.6% | $66,439-45.8% | $86,983-58.6% |
| Participation rate | 69.2% | 68.5%+0.7pp | 74.5%-5.3pp | 69.5%-0.3pp |
| Annual return | 16.05% | 17.07%-1.0pp | 757.66%-741.6pp | 25.83%-9.8pp |
| Employer contribution / active EE | $262 | $2,023-87.1% | $2,637-90.1% | $2,584-89.9% |
| Participant deferral / active EE | $2,806 | $2,927-4.1% | $3,876-27.6% | $4,194-33.1% |
| Admin fee / account holder | $873 | $4,154-79.0% | $6,173-85.9% | $7,856-88.9% |