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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 | $59,352 | $91,198-34.9% | $178,503-66.8% | $79,856-25.7% |
| Participation rate | 25.6% | 69.2%-43.6pp | 81.9%-56.3pp | 69.6%-44.0pp |
| Annual return | 13.32% | 24.20%-10.9pp | 151.12%-137.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $23 | $3,257-99.3% | $5,011-99.5% | $2,471-99.1% |
| Participant deferral / active EE | $1,134 | $3,237-65.0% | $5,202-78.2% | $3,741-69.7% |
| Admin fee / account holder | $2,649 | $6,748-60.7% | $13,987-81.1% | $5,306-50.1% |