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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 | $30,444 | $77,814-60.9% | $158,223-80.8% | $86,983-65.0% |
| Participation rate | 47.8% | 68.4%-20.6pp | 79.2%-31.4pp | 69.5%-21.8pp |
| Annual return | 16.80% | 30.54%-13.7pp | 52.09%-35.3pp | 25.83%-9.0pp |
| Employer contribution / active EE | $114 | $2,592-95.6% | $4,109-97.2% | $2,584-95.6% |
| Participant deferral / active EE | $1,490 | $3,270-54.4% | $5,467-72.7% | $4,194-64.5% |
| Admin fee / account holder | $747 | $5,879-87.3% | $16,047-95.3% | $7,856-90.5% |