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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 | $32,377 | $63,703-49.2% | $93,063-65.2% | $82,448-60.7% |
| Participation rate | 47.8% | 63.8%-16.0pp | 72.1%-24.3pp | 68.1%-20.2pp |
| Annual return | 17.31% | -775.43%+792.7pp | 34.15%-16.8pp | 41.64%-24.3pp |
| Employer contribution / active EE | $227 | $1,729-86.9% | $2,476-90.9% | $2,551-91.1% |
| Participant deferral / active EE | $1,878 | $2,919-35.7% | $3,958-52.6% | $4,139-54.6% |
| Admin fee / account holder | $2,152 | $5,982-64.0% | $6,033-64.3% | $7,234-70.3% |