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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 | $30,992 | $69,590-55.5% | $136,867-77.4% | $94,015-67.0% |
| Participation rate | 42.1% | 66.3%-24.2pp | 74.5%-32.4pp | 70.8%-28.7pp |
| Annual return | 18.61% | 19.62%-1.0pp | 42.97%-24.4pp | 17.84%+0.8pp |
| Employer contribution / active EE | $175 | $2,396-92.7% | $3,547-95.1% | $2,790-93.7% |
| Participant deferral / active EE | $1,153 | $3,437-66.5% | $4,924-76.6% | $4,249-72.9% |
| Admin fee / account holder | $731 | $8,912-91.8% | $10,340-92.9% | $8,951-91.8% |