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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 | $20,818 | $45,082-53.8% | $69,464-70.0% | $72,975-71.5% |
| Participation rate | 41.4% | 68.5%-27.1pp | 74.6%-33.2pp | 69.5%-28.1pp |
| Annual return | 11.43% | 22.66%-11.2pp | 28.98%-17.5pp | 81.01%-69.6pp |
| Employer contribution / active EE | $251 | $2,055-87.8% | $2,779-91.0% | $2,440-89.7% |
| Participant deferral / active EE | $2,176 | $2,604-16.4% | $3,536-38.5% | $3,608-39.7% |
| Admin fee / account holder | $1,242 | $3,057-59.4% | $3,840-67.7% | $5,124-75.8% |