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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 | $20,898 | $77,908-73.2% | $149,696-86.0% | $75,173-72.2% |
| Participation rate | 27.9% | 65.6%-37.6pp | 78.8%-50.8pp | 67.2%-39.3pp |
| Annual return | 14.31% | 31.73%-17.4pp | 134.46%-120.1pp | 160.72%-146.4pp |
| Employer contribution / active EE | $198 | $3,138-93.7% | $4,821-95.9% | $2,671-92.6% |
| Participant deferral / active EE | $1,038 | $3,411-69.6% | $5,682-81.7% | $4,126-74.8% |
| Admin fee / account holder | $5,048 | $5,950-15.2% | $13,212-61.8% | $5,651-10.7% |