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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 | $25,704 | $49,976-48.6% | $66,674-61.4% | $82,637-68.9% |
| Participation rate | 29.0% | 63.1%-34.1pp | 73.7%-44.7pp | 68.1%-39.1pp |
| Annual return | 16.31% | 39.09%-22.8pp | 321.24%-304.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $248 | $1,988-87.5% | $2,620-90.5% | $2,552-90.3% |
| Participant deferral / active EE | $1,729 | $2,847-39.3% | $4,084-57.7% | $4,126-58.1% |
| Admin fee / account holder | $8,403 | $4,594+82.9% | $5,098+64.8% | $7,339+14.5% |