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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 | $50,866 | $39,132+30.0% | $57,196-11.1% | $62,881-19.1% |
| Participation rate | 22.6% | 70.5%-47.9pp | 75.3%-52.8pp | 69.3%-46.7pp |
| Annual return | 5.86% | 9.24%-3.4pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $340 | $1,874-81.8% | $2,683-87.3% | $2,281-85.1% |
| Participant deferral / active EE | $1,906 | $2,374-19.7% | $3,096-38.4% | $3,203-40.5% |
| Admin fee / account holder | $13,029 | $2,594+402.3% | $3,141+314.8% | $4,296+203.3% |