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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 | $27,199 | $56,894-52.2% | $84,753-67.9% | $62,881-56.7% |
| Participation rate | 35.5% | 68.5%-33.1pp | 76.6%-41.1pp | 69.3%-33.8pp |
| Annual return | 15.36% | 6.30%+9.1pp | 22.78%-7.4pp | 20.14%-4.8pp |
| Employer contribution / active EE | $161 | $2,400-93.3% | $3,574-95.5% | $2,281-92.9% |
| Participant deferral / active EE | $1,094 | $2,709-59.6% | $3,712-70.5% | $3,203-65.9% |
| Admin fee / account holder | $662 | $3,581-81.5% | $5,333-87.6% | $4,296-84.6% |