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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 | $37,515 | $69,977-46.4% | $108,582-65.4% | $62,881-40.3% |
| Participation rate | 57.1% | 72.9%-15.8pp | 79.6%-22.4pp | 69.3%-12.2pp |
| Annual return | 7.51% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $148 | $2,135-93.1% | $3,758-96.1% | $2,281-93.5% |
| Participant deferral / active EE | $1,501 | $3,165-52.6% | $4,311-65.2% | $3,203-53.1% |
| Admin fee / account holder | $921 | $5,076-81.9% | $7,645-88.0% | $4,296-78.6% |