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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 | $29,484 | $81,262-63.7% | $155,602-81.1% | $80,911-63.6% |
| Participation rate | 14.0% | 66.2%-52.3pp | 78.2%-64.3pp | 67.6%-53.7pp |
| Annual return | 11.64% | 33.34%-21.7pp | 64.81%-53.2pp | 35.63%-24.0pp |
| Employer contribution / active EE | $359 | $3,102-88.4% | $4,675-92.3% | $2,756-87.0% |
| Participant deferral / active EE | $1,483 | $3,451-57.0% | $5,629-73.7% | $4,297-65.5% |
| Admin fee / account holder | $62,261 | $7,992+679.1% | $15,923+291.0% | $6,935+797.8% |