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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 | $39,453 | $41,377-4.7% | $109,313-63.9% | $62,881-37.3% |
| Participation rate | 18.8% | 57.5%-38.8pp | 71.3%-52.5pp | 69.3%-50.6pp |
| Annual return | 5.03% | 11.05%-6.0pp | 22.07%-17.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $136 | $1,276-89.4% | $3,892-96.5% | $2,281-94.1% |
| Participant deferral / active EE | $912 | $2,045-55.4% | $3,166-71.2% | $3,203-71.5% |
| Admin fee / account holder | $14,469 | $2,884+401.7% | $5,666+155.4% | $4,296+236.8% |