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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 | $31,207 | $51,184-39.0% | $66,439-53.0% | $86,983-64.1% |
| Participation rate | 54.7% | 68.5%-13.8pp | 74.5%-19.8pp | 69.5%-14.9pp |
| Annual return | 13.39% | 17.07%-3.7pp | 757.66%-744.3pp | 25.83%-12.4pp |
| Employer contribution / active EE | $102 | $2,023-94.9% | $2,637-96.1% | $2,584-96.0% |
| Participant deferral / active EE | $3,159 | $2,927+7.9% | $3,876-18.5% | $4,194-24.7% |
| Admin fee / account holder | $1,481 | $4,154-64.3% | $6,173-76.0% | $7,856-81.1% |