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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 | $36,909 | $80,674-54.2% | $119,126-69.0% | $64,340-42.6% |
| Participation rate | 27.5% | 55.2%-27.7pp | 75.8%-48.3pp | 55.2%-27.7pp |
| Annual return | 15.04% | 26.86%-11.8pp | 282.11%-267.1pp | 24.14%-9.1pp |
| Employer contribution / active EE | $360 | $2,564-86.0% | $4,034-91.1% | $1,862-80.7% |
| Participant deferral / active EE | $1,532 | $3,053-49.8% | $5,318-71.2% | $2,980-48.6% |
| Admin fee / account holder | $19,745 | $4,559+333.1% | $10,693+84.6% | $3,703+433.3% |