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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 | $39,186 | $69,977-44.0% | $108,582-63.9% | $62,881-37.7% |
| Participation rate | 65.5% | 72.9%-7.4pp | 79.6%-14.1pp | 69.3%-3.8pp |
| Annual return | 5.33% | 10.73%-5.4pp | -51.70%+57.0pp | 20.14%-14.8pp |
| Employer contribution / active EE | $201 | $2,135-90.6% | $3,758-94.7% | $2,281-91.2% |
| Participant deferral / active EE | $1,785 | $3,165-43.6% | $4,311-58.6% | $3,203-44.3% |
| Admin fee / account holder | $3,326 | $5,076-34.5% | $7,645-56.5% | $4,296-22.6% |