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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 | $40,517 | $84,236-51.9% | $170,435-76.2% | $70,126-42.2% |
| Participation rate | 31.8% | 70.8%-39.0pp | 83.6%-51.8pp | 69.5%-37.7pp |
| Annual return | 16.76% | 23.06%-6.3pp | 205.94%-189.2pp | 73.15%-56.4pp |
| Employer contribution / active EE | $294 | $3,387-91.3% | $5,432-94.6% | $2,343-87.4% |
| Participant deferral / active EE | $1,432 | $3,086-53.6% | $4,939-71.0% | $3,332-57.0% |
| Admin fee / account holder | $2,349 | $5,698-58.8% | $13,881-83.1% | $4,645-49.4% |