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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 | $27,237 | $65,034-58.1% | $90,970-70.1% | $79,856-65.9% |
| Participation rate | 50.9% | 61.6%-10.7pp | 69.0%-18.1pp | 69.6%-18.7pp |
| Annual return | 13.41% | 30.45%-17.0pp | 134.60%-121.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $102 | $1,247-91.8% | $2,122-95.2% | $2,471-95.9% |
| Participant deferral / active EE | $1,702 | $2,512-32.3% | $3,373-49.5% | $3,741-54.5% |
| Admin fee / account holder | $5,134 | $4,536+13.2% | $5,961-13.9% | $5,306-3.3% |