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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 | $21,197 | $45,050-52.9% | $63,018-66.4% | $70,126-69.8% |
| Participation rate | 62.0% | 69.5%-7.6pp | 74.8%-12.8pp | 69.5%-7.6pp |
| Annual return | 13.61% | 18.76%-5.1pp | 87.62%-74.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $301 | $2,052-85.3% | $2,761-89.1% | $2,343-87.2% |
| Participant deferral / active EE | $994 | $2,466-59.7% | $3,330-70.1% | $3,332-70.2% |
| Admin fee / account holder | $2,283 | $2,834-19.5% | $3,601-36.6% | $4,645-50.9% |