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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 | $54,329 | $71,230-23.7% | $93,727-42.0% | $80,959-32.9% |
| Participation rate | 52.2% | 60.4%-8.2pp | 68.7%-16.5pp | 67.7%-15.4pp |
| Annual return | 14.15% | 11.26%+2.9pp | 133.83%-119.7pp | 35.67%-21.5pp |
| Employer contribution / active EE | $270 | $1,565-82.7% | $2,421-88.8% | $2,757-90.2% |
| Participant deferral / active EE | $2,730 | $4,037-32.4% | $4,417-38.2% | $4,300-36.5% |
| Admin fee / account holder | $13,618 | $6,961+95.6% | $8,292+64.2% | $6,925+96.6% |