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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 | $20,881 | $45,082-53.7% | $69,464-69.9% | $72,975-71.4% |
| Participation rate | 30.3% | 68.5%-38.2pp | 74.6%-44.3pp | 69.5%-39.2pp |
| Annual return | 22.67% | 22.66%0pp | 28.98%-6.3pp | 81.01%-58.3pp |
| Employer contribution / active EE | $173 | $2,055-91.6% | $2,779-93.8% | $2,440-92.9% |
| Participant deferral / active EE | $908 | $2,604-65.1% | $3,536-74.3% | $3,608-74.8% |
| Admin fee / account holder | $336 | $3,057-89.0% | $3,840-91.2% | $5,124-93.4% |