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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 | $21,925 | $51,184-57.2% | $66,439-67.0% | $86,983-74.8% |
| Participation rate | 43.8% | 68.5%-24.7pp | 74.5%-30.7pp | 69.5%-25.8pp |
| Annual return | 14.04% | 17.07%-3.0pp | 757.66%-743.6pp | 25.83%-11.8pp |
| Employer contribution / active EE | $366 | $2,023-81.9% | $2,637-86.1% | $2,584-85.9% |
| Participant deferral / active EE | $1,798 | $2,927-38.6% | $3,876-53.6% | $4,194-57.1% |
| Admin fee / account holder | $1,972 | $4,154-52.5% | $6,173-68.1% | $7,856-74.9% |