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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 | $34,011 | $87,106-61.0% | $105,607-67.8% | $80,935-58.0% |
| Participation rate | 69.2% | 70.4%-1.2pp | 75.3%-6.0pp | 67.7%+1.6pp |
| Annual return | 12.51% | 17.01%-4.5pp | 116.11%-103.6pp | 35.66%-23.2pp |
| Employer contribution / active EE | $304 | $2,396-87.3% | $3,167-90.4% | $2,757-89.0% |
| Participant deferral / active EE | $2,029 | $3,986-49.1% | $5,011-59.5% | $4,299-52.8% |
| Admin fee / account holder | $772 | $8,447-90.9% | $10,958-93.0% | $6,924-88.9% |