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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 | $20,324 | $77,638-73.8% | $156,551-87.0% | $62,881-67.7% |
| Participation rate | 50.5% | 71.2%-20.7pp | 84.0%-33.5pp | 69.3%-18.8pp |
| Annual return | 7.11% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $367 | $3,444-89.3% | $5,501-93.3% | $2,281-83.9% |
| Participant deferral / active EE | $1,180 | $3,046-61.2% | $4,871-75.8% | $3,203-63.1% |
| Admin fee / account holder | $1,972 | $5,561-64.5% | $13,028-84.9% | $4,296-54.1% |