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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 | $24,861 | $66,402-62.6% | $109,895-77.4% | $85,856-71.0% |
| Participation rate | 41.5% | 63.9%-22.4pp | 74.2%-32.7pp | 69.3%-27.8pp |
| Annual return | 15.30% | 19.59%-4.3pp | 29.46%-14.2pp | 318.58%-303.3pp |
| Employer contribution / active EE | $112 | $1,687-93.4% | $2,843-96.1% | $2,565-95.6% |
| Participant deferral / active EE | $1,255 | $2,842-55.8% | $4,049-69.0% | $3,952-68.2% |
| Admin fee / account holder | $936 | $4,557-79.5% | $6,067-84.6% | $6,261-85.1% |