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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 | $17,365 | $35,183-50.6% | $73,550-76.4% | $70,126-75.2% |
| Participation rate | 47.7% | 42.9%+4.8pp | 54.9%-7.2pp | 69.5%-21.8pp |
| Annual return | 15.23% | 26.90%-11.7pp | -15.16%+30.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,590 | $1,220+30.4% | $1,804-11.9% | $3,332-52.3% |
| Admin fee / account holder | $370 | $2,302-83.9% | $2,320-84.1% | $4,645-92.0% |