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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 | $18,259 | $45,041-59.5% | $63,003-71.0% | $70,131-74.0% |
| Participation rate | 48.7% | 69.5%-20.8pp | 74.8%-26.1pp | 69.5%-20.8pp |
| Annual return | 15.46% | 18.76%-3.3pp | 87.59%-72.1pp | 73.14%-57.7pp |
| Employer contribution / active EE | $213 | $2,052-89.6% | $2,760-92.3% | $2,342-90.9% |
| Participant deferral / active EE | $1,207 | $2,465-51.0% | $3,329-63.7% | $3,332-63.8% |
| Admin fee / account holder | $1,563 | $2,836-44.9% | $3,600-56.6% | $4,645-66.4% |