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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 | $24,890 | $68,573-63.7% | $120,368-79.3% | $80,874-69.2% |
| Participation rate | 40.3% | 61.6%-21.3pp | 71.9%-31.6pp | 67.6%-27.4pp |
| Annual return | 14.47% | 23.61%-9.1pp | 107.26%-92.8pp | 35.62%-21.1pp |
| Employer contribution / active EE | $397 | $2,052-80.7% | $3,465-88.6% | $2,756-85.6% |
| Participant deferral / active EE | $2,299 | $3,174-27.6% | $4,991-53.9% | $4,297-46.5% |
| Admin fee / account holder | $9,250 | $5,734+61.3% | $9,429-1.9% | $6,935+33.4% |