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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 | $27,766 | $88,707-68.7% | $74,184-62.6% | $273,972-89.9% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 7.87% | 11.94%-4.1pp | 17.74%-9.9pp | 41.46%-33.6pp |
| Employer contribution / active EE | $257 | $3,159-91.9% | $2,370-89.2% | $4,869-94.7% |
| Participant deferral / active EE | $1,434 | $4,212-65.9% | $3,550-59.6% | $5,287-72.9% |
| Admin fee / account holder | $923 | $8,717-89.4% | $5,586-83.5% | $10,133-90.9% |