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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 | $20,408 | $49,791-59.0% | $78,210-73.9% | $70,126-70.9% |
| Participation rate | 60.0% | 62.3%-2.3pp | 68.7%-8.7pp | 69.5%-9.5pp |
| Annual return | 13.88% | 20.75%-6.9pp | 40.90%-27.0pp | 73.15%-59.3pp |
| Employer contribution / active EE | $211 | $1,430-85.2% | $2,034-89.6% | $2,343-91.0% |
| Participant deferral / active EE | $1,507 | $2,150-29.9% | $2,823-46.6% | $3,332-54.8% |
| Admin fee / account holder | $790 | $3,181-75.2% | $3,758-79.0% | $4,645-83.0% |