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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 | $39,197 | $65,034-39.7% | $90,970-56.9% | $79,856-50.9% |
| Participation rate | 25.8% | 61.6%-35.8pp | 69.0%-43.2pp | 69.6%-43.8pp |
| Annual return | 14.91% | 30.45%-15.5pp | 134.60%-119.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $217 | $1,247-82.6% | $2,122-89.8% | $2,471-91.2% |
| Participant deferral / active EE | $1,352 | $2,512-46.2% | $3,373-59.9% | $3,741-63.9% |
| Admin fee / account holder | $3,162 | $4,536-30.3% | $5,961-46.9% | $5,306-40.4% |