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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 | $18,044 | $54,757-67.0% | $90,300-80.0% | $72,983-75.3% |
| Participation rate | 58.1% | 65.1%-7.0pp | 73.3%-15.1pp | 69.5%-11.3pp |
| Annual return | 93.51% | 30.63%+62.9pp | 78.11%+15.4pp | 81.01%+12.5pp |
| Employer contribution / active EE | $165 | $2,092-92.1% | $2,854-94.2% | $2,440-93.3% |
| Participant deferral / active EE | $1,639 | $2,887-43.2% | $3,884-57.8% | $3,608-54.6% |
| Admin fee / account holder | $1,325 | $3,972-66.6% | $5,353-75.3% | $5,124-74.1% |