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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 | $25,169 | $88,707-71.6% | $74,184-66.1% | $273,972-90.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 12.40% | 11.94%+0.5pp | 17.74%-5.3pp | 41.46%-29.1pp |
| Employer contribution / active EE | $133 | $3,159-95.8% | $2,370-94.4% | $4,869-97.3% |
| Participant deferral / active EE | $1,983 | $4,212-52.9% | $3,550-44.1% | $5,287-62.5% |
| Admin fee / account holder | $825 | $8,717-90.5% | $5,586-85.2% | $10,133-91.9% |