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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 | $51,040 | $65,034-21.5% | $90,970-43.9% | $79,856-36.1% |
| Participation rate | 58.8% | 61.6%-2.8pp | 69.0%-10.2pp | 69.6%-10.8pp |
| Annual return | 15.71% | 30.45%-14.7pp | 134.60%-118.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $114 | $1,247-90.8% | $2,122-94.6% | $2,471-95.4% |
| Participant deferral / active EE | $1,192 | $2,512-52.6% | $3,373-64.7% | $3,741-68.1% |
| Admin fee / account holder | $9,543 | $4,536+110.4% | $5,961+60.1% | $5,306+79.8% |