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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 | $23,513 | $58,311-59.7% | $81,882-71.3% | $80,959-71.0% |
| Participation rate | 27.0% | 63.5%-36.5pp | 72.4%-45.4pp | 67.7%-40.7pp |
| Annual return | 18.80% | 41.85%-23.0pp | 779.47%-760.7pp | 35.67%-16.9pp |
| Employer contribution / active EE | $162 | $2,347-93.1% | $2,916-94.5% | $2,757-94.1% |
| Participant deferral / active EE | $1,152 | $3,287-64.9% | $4,323-73.3% | $4,300-73.2% |
| Admin fee / account holder | $536 | $4,752-88.7% | $7,360-92.7% | $6,925-92.3% |