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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 | $32,105 | $58,311-44.9% | $81,882-60.8% | $80,959-60.3% |
| Participation rate | 10.7% | 63.5%-52.8pp | 72.4%-61.7pp | 67.7%-57.0pp |
| Annual return | 11.65% | 41.85%-30.2pp | 779.47%-767.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $189 | $2,347-91.9% | $2,916-93.5% | $2,757-93.1% |
| Participant deferral / active EE | $954 | $3,287-71.0% | $4,323-77.9% | $4,300-77.8% |
| Admin fee / account holder | $1,448 | $4,752-69.5% | $7,360-80.3% | $6,925-79.1% |