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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 | $28,611 | $46,877-39.0% | $122,354-76.6% | $70,126-59.2% |
| Participation rate | 41.8% | 58.2%-16.4pp | 71.6%-29.8pp | 69.5%-27.7pp |
| Annual return | 18.58% | 24.22%-5.6pp | 30.28%-11.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $221 | $1,288-82.8% | $4,051-94.5% | $2,343-90.5% |
| Participant deferral / active EE | $886 | $2,167-59.1% | $3,287-73.1% | $3,332-73.4% |
| Admin fee / account holder | $698 | $3,324-79.0% | $5,479-87.3% | $4,645-85.0% |