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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 | $52,853 | $54,245-2.6% | $93,727-43.6% | $77,762-32.0% |
| Participation rate | 24.4% | 63.9%-39.5pp | 68.7%-44.3pp | 70.6%-46.2pp |
| Annual return | 20.66% | 30.58%-9.9pp | 133.83%-113.2pp | 31.27%-10.6pp |
| Employer contribution / active EE | $258 | $1,168-77.9% | $2,421-89.4% | $2,728-90.6% |
| Participant deferral / active EE | $1,594 | $3,144-49.3% | $4,417-63.9% | $4,651-65.7% |
| Admin fee / account holder | $10,341 | $575+1697.1% | $8,292+24.7% | $433+2288.7% |