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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 | $19,482 | $43,496-55.2% | $161,489-87.9% | $64,340-69.7% |
| Participation rate | 26.7% | 53.5%-26.8pp | 78.7%-52.0pp | 55.2%-28.5pp |
| Annual return | 55.08% | 20.76%+34.3pp | 89.72%-34.6pp | 24.14%+30.9pp |
| Employer contribution / active EE | $172 | $1,431-88.0% | $4,268-96.0% | $1,862-90.8% |
| Participant deferral / active EE | $1,921 | $1,996-3.8% | $5,630-65.9% | $2,980-35.6% |
| Admin fee / account holder | $2,648 | $2,330+13.7% | $16,006-83.5% | $3,703-28.5% |