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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 | $27,474 | $48,078-42.9% | $78,676-65.1% | $62,881-56.3% |
| Participation rate | 32.4% | 65.2%-32.8pp | 73.6%-41.1pp | 69.3%-36.9pp |
| Annual return | 5.22% | 31.36%-26.1pp | 62.19%-57.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $176 | $2,015-91.3% | $2,850-93.8% | $2,281-92.3% |
| Participant deferral / active EE | $872 | $2,587-66.3% | $3,517-75.2% | $3,203-72.8% |
| Admin fee / account holder | $1,213 | $3,206-62.2% | $4,510-73.1% | $4,296-71.8% |