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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 | $52,887 | $48,011+10.2% | $63,803-17.1% | $82,637-36.0% |
| Participation rate | 32.1% | 66.6%-34.5pp | 72.7%-40.6pp | 68.1%-36.0pp |
| Annual return | 13.58% | 19.84%-6.3pp | 543.72%-530.1pp | 53.51%-39.9pp |
| Employer contribution / active EE | $348 | $1,904-81.7% | $2,532-86.3% | $2,552-86.4% |
| Participant deferral / active EE | $2,053 | $2,846-27.9% | $3,843-46.6% | $4,126-50.3% |
| Admin fee / account holder | $15,561 | $3,873+301.7% | $5,196+199.4% | $7,339+112.0% |