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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 | $46,688-58.3% | $189,758-89.7% | $69,733-72.1% |
| Participation rate | 26.7% | 61.7%-35.0pp | 79.8%-53.1pp | 62.5%-35.7pp |
| Annual return | 55.08% | 14.35%+40.7pp | 52.62%+2.5pp | 15.22%+39.9pp |
| Employer contribution / active EE | $172 | $1,695-89.9% | $4,767-96.4% | $2,250-92.4% |
| Participant deferral / active EE | $1,921 | $2,143-10.4% | $5,856-67.2% | $3,054-37.1% |
| Admin fee / account holder | $2,648 | $1,700+55.7% | $20,388-87.0% | $3,102-14.6% |