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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 | $22,763 | $75,959-70.0% | $154,114-85.2% | $64,181-64.5% |
| Participation rate | 40.7% | 70.4%-29.7pp | 83.0%-42.3pp | 69.6%-28.8pp |
| Annual return | 8.17% | 30.32%-22.2pp | 735.16%-727.0pp | 7.63%+0.5pp |
| Employer contribution / active EE | $311 | $3,350-90.7% | $5,298-94.1% | $2,381-86.9% |
| Participant deferral / active EE | $1,072 | $3,175-66.2% | $5,081-78.9% | $3,470-69.1% |
| Admin fee / account holder | $2,510 | $5,589-55.1% | $13,411-81.3% | $4,887-48.6% |