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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 | $39,495 | $78,425-49.6% | $95,956-58.8% | $79,858-50.5% |
| Participation rate | 53.3% | 73.5%-20.2pp | 77.1%-23.7pp | 69.6%-16.3pp |
| Annual return | 11.12% | 19.37%-8.3pp | 91.63%-80.5pp | 31.72%-20.6pp |
| Employer contribution / active EE | $173 | $1,945-91.1% | $2,541-93.2% | $2,471-93.0% |
| Participant deferral / active EE | $1,612 | $3,440-53.1% | $4,167-61.3% | $3,740-56.9% |
| Admin fee / account holder | $5,434 | $5,622-3.3% | $6,797-20.0% | $5,306+2.4% |