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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 | $18,803 | $70,684-73.4% | $169,390-88.9% | $75,173-75.0% |
| Participation rate | 58.2% | 64.8%-6.6pp | 77.2%-19.0pp | 67.2%-9.0pp |
| Annual return | 16.72% | 36.38%-19.7pp | 406.07%-389.3pp | 160.72%-144.0pp |
| Employer contribution / active EE | $338 | $2,211-84.7% | $4,013-91.6% | $2,671-87.3% |
| Participant deferral / active EE | $1,868 | $4,310-56.7% | $6,222-70.0% | $4,126-54.7% |
| Admin fee / account holder | $801 | $5,404-85.2% | $9,015-91.1% | $5,651-85.8% |