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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 | $21,982 | $76,407-71.2% | $150,298-85.4% | $82,448-73.3% |
| Participation rate | 31.3% | 66.4%-35.1pp | 77.8%-46.5pp | 68.1%-36.8pp |
| Annual return | 74.00% | 39.99%+34.0pp | 62.79%+11.2pp | 41.64%+32.4pp |
| Employer contribution / active EE | $91 | $2,614-96.5% | $4,154-97.8% | $2,551-96.4% |
| Participant deferral / active EE | $1,040 | $3,214-67.6% | $5,453-80.9% | $4,139-74.9% |
| Admin fee / account holder | $799 | $6,352-87.4% | $14,116-94.3% | $7,234-89.0% |