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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 | $23,994 | $43,496-44.8% | $161,489-85.1% | $64,340-62.7% |
| Participation rate | 38.4% | 53.5%-15.1pp | 78.7%-40.3pp | 55.2%-16.9pp |
| Annual return | 16.32% | 20.76%-4.4pp | 89.72%-73.4pp | 24.14%-7.8pp |
| Employer contribution / active EE | $143 | $1,431-90.0% | $4,268-96.7% | $1,862-92.3% |
| Participant deferral / active EE | $1,188 | $1,996-40.5% | $5,630-78.9% | $2,980-60.1% |
| Admin fee / account holder | $2,451 | $2,330+5.2% | $16,006-84.7% | $3,703-33.8% |