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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 | $35,130 | $34,316+2.4% | $74,723-53.0% | $72,976-51.9% |
| Participation rate | 32.4% | 42.4%-10.1pp | 54.5%-22.1pp | 69.5%-37.1pp |
| Annual return | 27.57% | 26.58%+1.0pp | 753.18%-725.6pp | 81.02%-53.4pp |
| Employer contribution / active EE | $82 | $692-88.1% | $1,084-92.4% | $2,440-96.6% |
| Participant deferral / active EE | $566 | $1,272-55.5% | $1,962-71.2% | $3,608-84.3% |
| Admin fee / account holder | $454 | $2,125-78.7% | $3,335-86.4% | $5,124-91.1% |