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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 | $35,499 | $86,050-58.7% | $189,758-81.3% | $94,015-62.2% |
| Participation rate | 49.3% | 68.9%-19.6pp | 79.8%-30.5pp | 70.8%-21.6pp |
| Annual return | 12.69% | 17.77%-5.1pp | 52.62%-39.9pp | 17.84%-5.2pp |
| Employer contribution / active EE | $372 | $2,819-86.8% | $4,767-92.2% | $2,790-86.7% |
| Participant deferral / active EE | $1,858 | $3,349-44.5% | $5,856-68.3% | $4,249-56.3% |
| Admin fee / account holder | $12,664 | $6,627+91.1% | $20,388-37.9% | $8,951+41.5% |