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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 | $29,535 | $76,834-61.6% | $108,359-72.7% | $87,485-66.2% |
| Participation rate | 67.7% | 61.7%+6.0pp | 70.1%-2.4pp | 68.9%-1.2pp |
| Annual return | 16.85% | 19.09%-2.2pp | 36.89%-20.0pp | 26.06%-9.2pp |
| Employer contribution / active EE | $218 | $1,556-86.0% | $2,399-90.9% | $2,596-91.6% |
| Participant deferral / active EE | $2,729 | $3,100-12.0% | $4,137-34.0% | $4,274-36.1% |
| Admin fee / account holder | $11,929 | $6,537+82.5% | $9,741+22.5% | $7,775+53.4% |