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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 | $26,283 | $56,054-53.1% | $171,082-84.6% | $62,881-58.2% |
| Participation rate | 48.1% | 62.9%-14.8pp | 76.7%-28.6pp | 69.3%-21.3pp |
| Annual return | 9.63% | 22.52%-12.9pp | 32.56%-22.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $179 | $1,731-89.7% | $4,002-95.5% | $2,281-92.1% |
| Participant deferral / active EE | $1,301 | $3,158-58.8% | $4,797-72.9% | $3,203-59.4% |
| Admin fee / account holder | $2,573 | $3,647-29.4% | $8,520-69.8% | $4,296-40.1% |