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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 | $28,620 | $54,763-47.7% | $90,324-68.3% | $72,976-60.8% |
| Participation rate | 47.2% | 65.2%-17.9pp | 73.3%-26.1pp | 69.5%-22.3pp |
| Annual return | 17.65% | 30.63%-13.0pp | 78.15%-60.5pp | 81.02%-63.4pp |
| Employer contribution / active EE | $111 | $2,093-94.7% | $2,856-96.1% | $2,440-95.4% |
| Participant deferral / active EE | $1,829 | $2,887-36.7% | $3,885-52.9% | $3,608-49.3% |
| Admin fee / account holder | $10,719 | $3,973+169.8% | $5,356+100.1% | $5,124+109.2% |