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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 | $59,137 | $75,541-21.7% | $152,093-61.1% | $82,637-28.4% |
| Participation rate | 26.5% | 66.5%-40.0pp | 77.8%-51.2pp | 68.1%-41.5pp |
| Annual return | 16.59% | 32.56%-16.0pp | 66.36%-49.8pp | 53.51%-36.9pp |
| Employer contribution / active EE | $204 | $2,622-92.2% | $4,175-95.1% | $2,552-92.0% |
| Participant deferral / active EE | $983 | $3,206-69.3% | $5,451-82.0% | $4,126-76.2% |
| Admin fee / account holder | $1,658 | $6,405-74.1% | $14,497-88.6% | $7,339-77.4% |