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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 | $31,782 | $89,370-64.4% | $141,197-77.5% | $72,976-56.4% |
| Participation rate | 31.3% | 75.1%-43.9pp | 82.5%-51.2pp | 69.5%-38.2pp |
| Annual return | 19.44% | 111.88%-92.4pp | 71.41%-52.0pp | 81.02%-61.6pp |
| Employer contribution / active EE | $4 | $3,115-99.9% | $4,736-99.9% | $2,440-99.8% |
| Participant deferral / active EE | $3,229 | $5,419-40.4% | $6,710-51.9% | $3,608-10.5% |
| Admin fee / account holder | $8,224 | $5,957+38.1% | $10,265-19.9% | $5,124+60.5% |