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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 | $29,391 | $48,011-38.8% | $63,803-53.9% | $82,637-64.4% |
| Participation rate | 27.7% | 66.6%-38.9pp | 72.7%-45.0pp | 68.1%-40.4pp |
| Annual return | 20.49% | 19.84%+0.6pp | 543.72%-523.2pp | 53.51%-33.0pp |
| Employer contribution / active EE | $144 | $1,904-92.4% | $2,532-94.3% | $2,552-94.3% |
| Participant deferral / active EE | $993 | $2,846-65.1% | $3,843-74.2% | $4,126-75.9% |
| Admin fee / account holder | $1,487 | $3,873-61.6% | $5,196-71.4% | $7,339-79.7% |