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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 | $15,147 | $46,464-67.4% | $150,298-89.9% | $79,634-81.0% |
| Participation rate | 23.6% | 57.0%-33.4pp | 77.8%-54.2pp | 62.5%-38.9pp |
| Annual return | 21.12% | 27.89%-6.8pp | 62.79%-41.7pp | 36.46%-15.3pp |
| Employer contribution / active EE | $136 | $1,512-91.0% | $4,154-96.7% | $2,529-94.6% |
| Participant deferral / active EE | $973 | $2,157-54.9% | $5,453-82.2% | $3,835-74.6% |
| Admin fee / account holder | $976 | $891+9.6% | $14,116-93.1% | $1,002-2.5% |