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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 | $34,126 | $43,730-22.0% | $66,674-48.8% | $64,097-46.8% |
| Participation rate | 10.9% | 50.7%-39.8pp | 73.7%-62.7pp | 55.2%-44.3pp |
| Annual return | 30.05% | 53.62%-23.6pp | 321.24%-291.2pp | 34.64%-4.6pp |
| Employer contribution / active EE | $168 | $1,673-90.0% | $2,620-93.6% | $1,891-91.1% |
| Participant deferral / active EE | $676 | $2,122-68.1% | $4,084-83.4% | $3,080-78.1% |
| Admin fee / account holder | $3,204 | $2,708+18.4% | $5,098-37.1% | $3,454-7.2% |