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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 | $46,533 | $59,839-22.2% | $81,991-43.2% | $79,852-41.7% |
| Participation rate | 35.5% | 61.6%-26.1pp | 69.3%-33.8pp | 69.6%-34.2pp |
| Annual return | 10.50% | 17.56%-7.1pp | 41.31%-30.8pp | 31.72%-21.2pp |
| Employer contribution / active EE | $235 | $1,713-86.3% | $2,498-90.6% | $2,471-90.5% |
| Participant deferral / active EE | $945 | $2,695-64.9% | $3,722-74.6% | $3,740-74.7% |
| Admin fee / account holder | $11,931 | $4,287+178.3% | $5,665+110.6% | $5,306+124.9% |