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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 | $15,345 | $52,279-70.6% | $89,414-82.8% | $79,852-80.8% |
| Participation rate | 47.6% | 57.5%-9.9pp | 68.0%-20.4pp | 69.6%-22.0pp |
| Annual return | 17.19% | 22.16%-5.0pp | 245.50%-228.3pp | 31.72%-14.5pp |
| Employer contribution / active EE | $150 | $1,572-90.5% | $2,586-94.2% | $2,471-93.9% |
| Participant deferral / active EE | $925 | $2,740-66.3% | $3,890-76.2% | $3,740-75.3% |
| Admin fee / account holder | $2,427 | $3,356-27.7% | $4,883-50.3% | $5,306-54.3% |