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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 | $52,797 | $76,834-31.3% | $108,359-51.3% | $87,485-39.6% |
| Participation rate | 44.2% | 61.7%-17.5pp | 70.1%-25.9pp | 68.9%-24.7pp |
| Annual return | 22.41% | 19.09%+3.3pp | 36.89%-14.5pp | 26.06%-3.6pp |
| Employer contribution / active EE | $213 | $1,556-86.3% | $2,399-91.1% | $2,596-91.8% |
| Participant deferral / active EE | $1,457 | $3,100-53.0% | $4,137-64.8% | $4,274-65.9% |
| Admin fee / account holder | $10,280 | $6,537+57.3% | $9,741+5.5% | $7,775+32.2% |