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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 | $39,683 | $47,848-17.1% | $81,473-51.3% | $70,126-43.4% |
| Participation rate | 47.6% | 58.3%-10.7pp | 68.0%-20.3pp | 69.5%-21.9pp |
| Annual return | 17.96% | 27.25%-9.3pp | 38.78%-20.8pp | 73.15%-55.2pp |
| Employer contribution / active EE | $121 | $1,527-92.0% | $2,568-95.3% | $2,343-94.8% |
| Participant deferral / active EE | $1,681 | $2,453-31.5% | $3,537-52.5% | $3,332-49.5% |
| Admin fee / account holder | $537 | $3,145-82.9% | $4,561-88.2% | $4,645-88.4% |