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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 | $31,410 | $48,050-34.6% | $96,754-67.5% | $64,340-51.2% |
| Participation rate | 21.4% | 40.6%-19.2pp | 70.3%-48.9pp | 55.2%-33.9pp |
| Annual return | 34.94% | 23.41%+11.5pp | 82.04%-47.1pp | 24.14%+10.8pp |
| Employer contribution / active EE | $101 | $1,204-91.6% | $2,679-96.2% | $1,862-94.6% |
| Participant deferral / active EE | $2,837 | $2,191+29.5% | $4,758-40.4% | $2,980-4.8% |
| Admin fee / account holder | $5,770 | $3,741+54.2% | $8,905-35.2% | $3,703+55.9% |