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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 | $30,295 | $87,037-65.2% | $106,201-71.5% | $80,874-62.5% |
| Participation rate | 49.2% | 70.4%-21.3pp | 75.3%-26.1pp | 67.6%-18.5pp |
| Annual return | 10.74% | 17.05%-6.3pp | 116.26%-105.5pp | 35.62%-24.9pp |
| Employer contribution / active EE | $94 | $2,396-96.1% | $3,170-97.0% | $2,756-96.6% |
| Participant deferral / active EE | $1,798 | $3,986-54.9% | $5,012-64.1% | $4,297-58.1% |
| Admin fee / account holder | $11,786 | $8,434+39.8% | $11,039+6.8% | $6,935+69.9% |