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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 | $43,156 | $42,546+1.4% | $71,796-39.9% | $55,167-21.8% |
| Participation rate | 50.9% | 59.1%-8.2pp | 69.1%-18.2pp | 69.0%-18.1pp |
| Annual return | 6.70% | 12.36%-5.7pp | 78.04%-71.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $165 | $803-79.4% | $1,924-91.4% | $1,963-91.6% |
| Participant deferral / active EE | $1,813 | $2,064-12.2% | $2,794-35.1% | $3,054-40.6% |
| Admin fee / account holder | $3,295 | $650+407.3% | $4,815-31.6% | $504+554.0% |