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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 | $33,158 | $63,346-47.7% | $92,240-64.1% | $70,126-52.7% |
| Participation rate | 55.6% | 68.7%-13.1pp | 76.5%-20.9pp | 69.5%-14.0pp |
| Annual return | 19.27% | 530.19%-510.9pp | 176.29%-157.0pp | 73.15%-53.9pp |
| Employer contribution / active EE | $266 | $2,471-89.2% | $3,680-92.8% | $2,343-88.6% |
| Participant deferral / active EE | $1,258 | $2,854-55.9% | $3,897-67.7% | $3,332-62.3% |
| Admin fee / account holder | $2,913 | $3,841-24.2% | $5,194-43.9% | $4,645-37.3% |