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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 | $30,452 | $45,050-32.4% | $63,018-51.7% | $70,126-56.6% |
| Participation rate | 41.7% | 69.5%-27.8pp | 74.8%-33.1pp | 69.5%-27.9pp |
| Annual return | 19.27% | 18.76%+0.5pp | 87.62%-68.3pp | 73.15%-53.9pp |
| Employer contribution / active EE | $178 | $2,052-91.3% | $2,761-93.6% | $2,343-92.4% |
| Participant deferral / active EE | $1,370 | $2,466-44.4% | $3,330-58.9% | $3,332-58.9% |
| Admin fee / account holder | $1,087 | $2,834-61.6% | $3,601-69.8% | $4,645-76.6% |