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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 | $33,245 | $71,215-53.3% | $93,696-64.5% | $80,935-58.9% |
| Participation rate | 54.8% | 60.4%-5.6pp | 68.7%-13.9pp | 67.7%-12.8pp |
| Annual return | 26.58% | 11.27%+15.3pp | 133.74%-107.2pp | 35.66%-9.1pp |
| Employer contribution / active EE | $361 | $1,565-76.9% | $2,422-85.1% | $2,757-86.9% |
| Participant deferral / active EE | $1,953 | $4,037-51.6% | $4,417-55.8% | $4,299-54.6% |
| Admin fee / account holder | $2,660 | $6,958-61.8% | $8,287-67.9% | $6,924-61.6% |