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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 | $33,068 | $80,674-59.0% | $119,126-72.2% | $64,340-48.6% |
| Participation rate | 49.1% | 55.2%-6.1pp | 75.8%-26.6pp | 55.2%-6.1pp |
| Annual return | 13.51% | 26.86%-13.4pp | 282.11%-268.6pp | 24.14%-10.6pp |
| Employer contribution / active EE | $136 | $2,564-94.7% | $4,034-96.6% | $1,862-92.7% |
| Participant deferral / active EE | $1,484 | $3,053-51.4% | $5,318-72.1% | $2,980-50.2% |
| Admin fee / account holder | $7,692 | $4,559+68.7% | $10,693-28.1% | $3,703+107.8% |