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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 | $28,921 | $48,364-40.2% | $71,796-59.7% | $62,881-54.0% |
| Participation rate | 41.4% | 60.6%-19.2pp | 69.1%-27.7pp | 69.3%-27.9pp |
| Annual return | 7.88% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $117 | $1,042-88.8% | $1,924-93.9% | $2,281-94.9% |
| Participant deferral / active EE | $1,543 | $2,091-26.2% | $2,794-44.8% | $3,203-51.8% |
| Admin fee / account holder | $5,497 | $3,771+45.8% | $4,815+14.2% | $4,296+28.0% |