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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 | $27,547 | $55,930-50.7% | $76,089-63.8% | $80,925-66.0% |
| Participation rate | 26.5% | 62.1%-35.6pp | 69.1%-42.6pp | 67.7%-41.2pp |
| Annual return | 15.58% | 20.58%-5.0pp | 360.94%-345.4pp | 35.65%-20.1pp |
| Employer contribution / active EE | $352 | $1,866-81.1% | $2,690-86.9% | $2,756-87.2% |
| Participant deferral / active EE | $1,114 | $3,051-63.5% | $4,259-73.8% | $4,299-74.1% |
| Admin fee / account holder | $1,836 | $5,241-65.0% | $6,418-71.4% | $6,940-73.6% |