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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 | $23,632 | $81,331-70.9% | $155,534-84.8% | $80,935-70.8% |
| Participation rate | 27.4% | 66.3%-38.8pp | 78.2%-50.8pp | 67.7%-40.2pp |
| Annual return | 12.76% | 33.37%-20.6pp | 64.92%-52.2pp | 35.66%-22.9pp |
| Employer contribution / active EE | $259 | $3,105-91.7% | $4,675-94.5% | $2,757-90.6% |
| Participant deferral / active EE | $1,014 | $3,454-70.6% | $5,630-82.0% | $4,299-76.4% |
| Admin fee / account holder | $950 | $7,999-88.1% | $15,900-94.0% | $6,924-86.3% |