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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 | $25,216 | $67,894-62.9% | $89,340-71.8% | $82,448-69.4% |
| Participation rate | 24.1% | 64.0%-39.9pp | 69.6%-45.4pp | 68.1%-43.9pp |
| Annual return | 16.02% | 19.21%-3.2pp | 20.57%-4.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $259 | $1,828-85.9% | $2,231-88.4% | $2,551-89.9% |
| Participant deferral / active EE | $1,604 | $3,072-47.8% | $3,823-58.1% | $4,139-61.3% |
| Admin fee / account holder | $855 | $5,723-85.1% | $6,704-87.3% | $7,234-88.2% |