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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 | $22,259 | $61,356-63.7% | $149,696-85.1% | $71,511-68.9% |
| Participation rate | 45.5% | 62.5%-17.0pp | 78.8%-33.2pp | 67.9%-22.4pp |
| Annual return | 30.09% | 35.86%-5.8pp | 134.46%-104.4pp | 28.86%+1.2pp |
| Employer contribution / active EE | $266 | $2,382-88.8% | $4,821-94.5% | $2,589-89.7% |
| Participant deferral / active EE | $1,066 | $2,920-63.5% | $5,682-81.2% | $4,291-75.2% |
| Admin fee / account holder | $1,216 | $1,263-3.7% | $13,212-90.8% | $1,588-23.4% |