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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 | $25,234 | $56,110-55.0% | $94,993-73.4% | $70,126-64.0% |
| Participation rate | 12.1% | 65.0%-52.9pp | 73.9%-61.8pp | 69.5%-57.4pp |
| Annual return | 17.07% | 51.02%-34.0pp | 27.14%-10.1pp | 73.15%-56.1pp |
| Employer contribution / active EE | $238 | $1,442-83.5% | $2,603-90.9% | $2,343-89.8% |
| Participant deferral / active EE | $1,695 | $2,391-29.1% | $3,317-48.9% | $3,332-49.1% |
| Admin fee / account holder | $7,283 | $3,456+110.7% | $4,960+46.8% | $4,645+56.8% |