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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 | $51,876 | $93,598-44.6% | $135,974-61.8% | $75,173-31.0% |
| Participation rate | 36.5% | 75.2%-38.7pp | 81.9%-45.4pp | 67.2%-30.7pp |
| Annual return | 23.46% | 30.89%-7.4pp | 68.30%-44.8pp | 160.72%-137.3pp |
| Employer contribution / active EE | $32 | $3,538-99.1% | $4,859-99.3% | $2,671-98.8% |
| Participant deferral / active EE | $3,615 | $6,405-43.6% | $7,760-53.4% | $4,126-12.4% |
| Admin fee / account holder | $5,965 | $6,978-14.5% | $10,767-44.6% | $5,651+5.6% |