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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 | $29,144 | $117,895-75.3% | $102,460-71.6% | $145,897-80.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 11.34% | 31.92%-20.6pp | 29.47%-18.1pp | 552.29%-541.0pp |
| Employer contribution / active EE | $786 | $3,619-78.3% | $3,025-74.0% | $4,663-83.1% |
| Participant deferral / active EE | $2,701 | $5,736-52.9% | $5,056-46.6% | $6,689-59.6% |
| Admin fee / account holder | $7,352 | $13,353-44.9% | $9,460-22.3% | $13,390-45.1% |