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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 | $25,675 | $58,523-56.1% | $99,479-74.2% | $72,976-64.8% |
| Participation rate | 57.4% | 64.6%-7.2pp | 73.8%-16.4pp | 69.5%-12.1pp |
| Annual return | 18.51% | 28.51%-10.0pp | 30.72%-12.2pp | 81.02%-62.5pp |
| Employer contribution / active EE | $158 | $1,512-89.6% | $2,540-93.8% | $2,440-93.5% |
| Participant deferral / active EE | $2,159 | $2,606-17.2% | $3,619-40.3% | $3,608-40.2% |
| Admin fee / account holder | $1,895 | $4,102-53.8% | $6,253-69.7% | $5,124-63.0% |