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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 | $21,997 | $41,016-46.4% | $152,093-85.5% | $64,097-65.7% |
| Participation rate | 17.9% | 51.3%-33.5pp | 77.8%-59.9pp | 55.2%-37.3pp |
| Annual return | 14.93% | 39.60%-24.7pp | 66.36%-51.4pp | 34.64%-19.7pp |
| Employer contribution / active EE | $210 | $1,342-84.4% | $4,175-95.0% | $1,891-88.9% |
| Participant deferral / active EE | $803 | $1,927-58.3% | $5,451-85.3% | $3,080-73.9% |
| Admin fee / account holder | $746 | $2,305-67.6% | $14,497-94.9% | $3,454-78.4% |