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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 | $28,665 | $46,596-38.5% | $64,099-55.3% | $75,181-61.9% |
| Participation rate | 37.5% | 65.9%-28.4pp | 72.3%-34.8pp | 67.2%-29.7pp |
| Annual return | 14.91% | 26.04%-11.1pp | 33.70%-18.8pp | 160.69%-145.8pp |
| Employer contribution / active EE | $198 | $1,975-90.0% | $2,748-92.8% | $2,671-92.6% |
| Participant deferral / active EE | $913 | $2,837-67.8% | $3,881-76.5% | $4,126-77.9% |
| Admin fee / account holder | $586 | $2,954-80.1% | $3,070-80.9% | $5,650-89.6% |