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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 | $49,849 | $71,215-30.0% | $93,696-46.8% | $80,935-38.4% |
| Participation rate | 19.6% | 60.4%-40.8pp | 68.7%-49.1pp | 67.7%-48.0pp |
| Annual return | 12.68% | 11.27%+1.4pp | 133.74%-121.1pp | 35.66%-23.0pp |
| Employer contribution / active EE | $269 | $1,565-82.8% | $2,422-88.9% | $2,757-90.2% |
| Participant deferral / active EE | $1,520 | $4,037-62.4% | $4,417-65.6% | $4,299-64.7% |
| Admin fee / account holder | $70,367 | $6,958+911.3% | $8,287+749.2% | $6,924+916.2% |