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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 | $31,641 | $65,034-51.3% | $90,970-65.2% | $79,856-60.4% |
| Participation rate | 63.9% | 61.6%+2.3pp | 69.0%-5.1pp | 69.6%-5.8pp |
| Annual return | 11.36% | 30.45%-19.1pp | 134.60%-123.2pp | 31.71%-20.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,162 | $2,512-14.0% | $3,373-35.9% | $3,741-42.2% |
| Admin fee / account holder | $3,196 | $4,536-29.5% | $5,961-46.4% | $5,306-39.8% |