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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 | $27,833 | $47,848-41.8% | $81,473-65.8% | $70,126-60.3% |
| Participation rate | 40.7% | 58.3%-17.6pp | 68.0%-27.3pp | 69.5%-28.9pp |
| Annual return | 19.06% | 27.25%-8.2pp | 38.78%-19.7pp | 73.15%-54.1pp |
| Employer contribution / active EE | $122 | $1,527-92.0% | $2,568-95.3% | $2,343-94.8% |
| Participant deferral / active EE | $904 | $2,453-63.1% | $3,537-74.4% | $3,332-72.9% |
| Admin fee / account holder | $313 | $3,145-90.1% | $4,561-93.1% | $4,645-93.3% |