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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 | $36,456 | $69,977-47.9% | $108,582-66.4% | $62,881-42.0% |
| Participation rate | 60.8% | 72.9%-12.1pp | 79.6%-18.8pp | 69.3%-8.5pp |
| Annual return | 8.49% | 10.73%-2.2pp | -51.70%+60.2pp | 20.14%-11.7pp |
| Employer contribution / active EE | $195 | $2,135-90.9% | $3,758-94.8% | $2,281-91.5% |
| Participant deferral / active EE | $1,924 | $3,165-39.2% | $4,311-55.4% | $3,203-39.9% |
| Admin fee / account holder | $3,621 | $5,076-28.7% | $7,645-52.6% | $4,296-15.7% |