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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 | $27,224 | $51,708-47.4% | $106,619-74.5% | $62,881-56.7% |
| Participation rate | 50.0% | 66.9%-16.9pp | 78.0%-28.0pp | 69.3%-19.3pp |
| Annual return | 6.10% | 4.69%+1.4pp | 9.42%-3.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $177 | $1,764-90.0% | $3,947-95.5% | $2,281-92.2% |
| Participant deferral / active EE | $1,013 | $2,315-56.2% | $3,930-74.2% | $3,203-68.4% |
| Admin fee / account holder | $1,095 | $3,349-67.3% | $6,418-82.9% | $4,296-74.5% |