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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 | $20,140 | $56,894-64.6% | $84,753-76.2% | $62,881-68.0% |
| Participation rate | 52.5% | 68.5%-16.0pp | 76.6%-24.1pp | 69.3%-16.8pp |
| Annual return | 7.93% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $163 | $2,400-93.2% | $3,574-95.4% | $2,281-92.8% |
| Participant deferral / active EE | $1,226 | $2,709-54.7% | $3,712-67.0% | $3,203-61.7% |
| Admin fee / account holder | $4,423 | $3,581+23.5% | $5,333-17.1% | $4,296+3.0% |