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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 | $28,625 | $42,772-33.1% | $87,502-67.3% | $55,167-48.1% |
| Participation rate | 38.7% | 66.5%-27.8pp | 73.8%-35.1pp | 69.0%-30.3pp |
| Annual return | 13.44% | 21.20%-7.8pp | 12.21%+1.2pp | 169.23%-155.8pp |
| Employer contribution / active EE | $97 | $1,277-92.4% | $2,550-96.2% | $1,963-95.0% |
| Participant deferral / active EE | $1,361 | $2,342-41.9% | $3,149-56.8% | $3,054-55.4% |
| Admin fee / account holder | $2,965 | $461+542.8% | $4,221-29.8% | $504+488.4% |