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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 | $27,176 | $61,816-56.0% | $97,260-72.1% | $80,935-66.4% |
| Participation rate | 32.4% | 63.5%-31.0pp | 72.7%-40.2pp | 67.7%-35.2pp |
| Annual return | 18.78% | -558.73%+577.5pp | 75.54%-56.8pp | 35.66%-16.9pp |
| Employer contribution / active EE | $336 | $1,836-81.7% | $2,721-87.7% | $2,757-87.8% |
| Participant deferral / active EE | $2,713 | $3,027-10.4% | $4,262-36.3% | $4,299-36.9% |
| Admin fee / account holder | $810 | $5,166-84.3% | $5,640-85.6% | $6,924-88.3% |