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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 | $41,059 | $76,669-46.4% | $96,520-57.5% | $71,495-42.6% |
| Participation rate | 32.7% | 66.6%-33.9pp | 74.3%-41.7pp | 67.9%-35.2pp |
| Annual return | 23.56% | 48.29%-24.7pp | 35.72%-12.2pp | 28.85%-5.3pp |
| Employer contribution / active EE | $279 | $3,031-90.8% | $3,739-92.5% | $2,589-89.2% |
| Participant deferral / active EE | $1,911 | $3,771-49.3% | $4,879-60.8% | $4,291-55.5% |
| Admin fee / account holder | $21,356 | $2,028+952.9% | $6,733+217.2% | $1,588+1245.0% |