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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 | $29,126 | $54,117-46.2% | $135,768-78.5% | $65,306-55.4% |
| Participation rate | 34.8% | 48.7%-13.8pp | 71.1%-36.2pp | 57.7%-22.8pp |
| Annual return | 14.01% | 21.76%-7.7pp | 526.10%-512.1pp | 21.94%-7.9pp |
| Employer contribution / active EE | $64 | $1,029-93.8% | $3,394-98.1% | $1,967-96.7% |
| Participant deferral / active EE | $1,186 | $2,395-50.5% | $3,977-70.2% | $2,959-59.9% |
| Admin fee / account holder | $9,330 | $4,541+105.5% | $7,048+32.4% | $3,480+168.1% |