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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 | $56,824 | $108,882-47.8% | $96,754-41.3% | $154,746-63.3% |
| Participation rate | 22.7% | 75.1%-52.4pp | 70.3%-47.5pp | 80.7%-58.0pp |
| Annual return | 16.54% | 98.39%-81.9pp | 82.04%-65.5pp | 172.34%-155.8pp |
| Employer contribution / active EE | $202 | $3,018-93.3% | $2,679-92.5% | $4,379-95.4% |
| Participant deferral / active EE | $1,151 | $5,323-78.4% | $4,758-75.8% | $6,730-82.9% |
| Admin fee / account holder | $405 | $10,200-96.0% | $8,905-95.4% | $14,365-97.2% |