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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 | $26,503 | $47,848-44.6% | $81,473-67.5% | $70,126-62.2% |
| Participation rate | 44.2% | 58.3%-14.1pp | 68.0%-23.8pp | 69.5%-25.4pp |
| Annual return | 13.98% | 27.25%-13.3pp | 38.78%-24.8pp | 73.15%-59.2pp |
| Employer contribution / active EE | $78 | $1,527-94.9% | $2,568-97.0% | $2,343-96.7% |
| Participant deferral / active EE | $777 | $2,453-68.3% | $3,537-78.0% | $3,332-76.7% |
| Admin fee / account holder | $782 | $3,145-75.1% | $4,561-82.9% | $4,645-83.2% |