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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 | $21,569 | $45,343-52.4% | $150,298-85.6% | $67,986-68.3% |
| Participation rate | 34.3% | 51.9%-17.6pp | 77.8%-43.5pp | 57.2%-22.9pp |
| Annual return | 15.31% | 33.28%-18.0pp | 62.79%-47.5pp | 31.67%-16.4pp |
| Employer contribution / active EE | $199 | $1,462-86.4% | $4,154-95.2% | $2,019-90.1% |
| Participant deferral / active EE | $1,550 | $2,055-24.5% | $5,453-71.6% | $3,358-53.8% |
| Admin fee / account holder | $1,492 | $2,250-33.7% | $14,116-89.4% | $3,203-53.4% |