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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 | $21,726 | $78,013-72.2% | $178,449-87.8% | $80,911-73.1% |
| Participation rate | 49.4% | 65.7%-16.2pp | 77.1%-27.7pp | 67.6%-18.2pp |
| Annual return | 10.74% | 18.07%-7.3pp | 27.09%-16.3pp | 35.63%-24.9pp |
| Employer contribution / active EE | $253 | $2,287-89.0% | $3,951-93.6% | $2,756-90.8% |
| Participant deferral / active EE | $1,594 | $4,408-63.8% | $6,277-74.6% | $4,297-62.9% |
| Admin fee / account holder | $2,274 | $7,166-68.3% | $10,362-78.1% | $6,935-67.2% |