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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 | $56,158 | $75,541-25.7% | $152,093-63.1% | $82,637-32.0% |
| Participation rate | 40.0% | 66.5%-26.5pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | 15.26% | 32.56%-17.3pp | 66.36%-51.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $266 | $2,622-89.9% | $4,175-93.6% | $2,552-89.6% |
| Participant deferral / active EE | $1,107 | $3,206-65.5% | $5,451-79.7% | $4,126-73.2% |
| Admin fee / account holder | $1,178 | $6,405-81.6% | $14,497-91.9% | $7,339-84.0% |