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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 | $11,979 | $41,016-70.8% | $152,093-92.1% | $64,097-81.3% |
| Participation rate | 23.3% | 51.3%-28.0pp | 77.8%-54.4pp | 55.2%-31.9pp |
| Annual return | 15.89% | 39.60%-23.7pp | 66.36%-50.5pp | 34.64%-18.8pp |
| Employer contribution / active EE | $170 | $1,342-87.4% | $4,175-95.9% | $1,891-91.0% |
| Participant deferral / active EE | $878 | $1,927-54.4% | $5,451-83.9% | $3,080-71.5% |
| Admin fee / account holder | $572 | $2,305-75.2% | $14,497-96.1% | $3,454-83.4% |