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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 | $35,683 | $58,523-39.0% | $99,479-64.1% | $72,976-51.1% |
| Participation rate | 51.7% | 64.6%-12.9pp | 73.8%-22.1pp | 69.5%-17.8pp |
| Annual return | 28.78% | 28.51%+0.3pp | 30.72%-1.9pp | 81.02%-52.2pp |
| Employer contribution / active EE | $2 | $1,512-99.8% | $2,540-99.9% | $2,440-99.9% |
| Participant deferral / active EE | $1,498 | $2,606-42.5% | $3,619-58.6% | $3,608-58.5% |
| Admin fee / account holder | $2,446 | $4,102-40.4% | $6,253-60.9% | $5,124-52.3% |