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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 | $21,177 | $48,011-55.9% | $63,803-66.8% | $82,637-74.4% |
| Participation rate | 32.7% | 66.6%-33.8pp | 72.7%-40.0pp | 68.1%-35.3pp |
| Annual return | 13.69% | 19.84%-6.2pp | 543.72%-530.0pp | 53.51%-39.8pp |
| Employer contribution / active EE | $175 | $1,904-90.8% | $2,532-93.1% | $2,552-93.1% |
| Participant deferral / active EE | $1,308 | $2,846-54.1% | $3,843-66.0% | $4,126-68.3% |
| Admin fee / account holder | $5,860 | $3,873+51.3% | $5,196+12.8% | $7,339-20.1% |