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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 | $41,673 | $61,356-32.1% | $149,696-72.2% | $71,511-41.7% |
| Participation rate | 18.7% | 62.5%-43.9pp | 78.8%-60.1pp | 67.9%-49.3pp |
| Annual return | 14.03% | 35.86%-21.8pp | 134.46%-120.4pp | 28.86%-14.8pp |
| Employer contribution / active EE | $190 | $2,382-92.0% | $4,821-96.1% | $2,589-92.7% |
| Participant deferral / active EE | $937 | $2,920-67.9% | $5,682-83.5% | $4,291-78.2% |
| Admin fee / account holder | $11,385 | $1,263+801.3% | $13,212-13.8% | $1,588+616.7% |