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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 | $18,500 | $81,358-77.3% | $155,556-88.1% | $80,959-77.1% |
| Participation rate | 18.2% | 66.3%-48.1pp | 78.2%-60.0pp | 67.7%-49.5pp |
| Annual return | 16.81% | 33.39%-16.6pp | 64.84%-48.0pp | 35.67%-18.9pp |
| Employer contribution / active EE | $275 | $3,106-91.1% | $4,675-94.1% | $2,757-90.0% |
| Participant deferral / active EE | $1,225 | $3,455-64.5% | $5,631-78.2% | $4,300-71.5% |
| Admin fee / account holder | $3,551 | $7,994-55.6% | $15,885-77.6% | $6,925-48.7% |