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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 | $20,343 | $51,207-60.3% | $70,565-71.2% | $75,177-72.9% |
| Participation rate | 54.3% | 61.0%-6.6pp | 68.4%-14.0pp | 67.2%-12.9pp |
| Annual return | 16.74% | 30.05%-13.3pp | 32.79%-16.1pp | 160.75%-144.0pp |
| Employer contribution / active EE | $355 | $1,826-80.5% | $2,976-88.1% | $2,671-86.7% |
| Participant deferral / active EE | $2,352 | $2,850-17.5% | $4,568-48.5% | $4,126-43.0% |
| Admin fee / account holder | $2,062 | $4,097-49.7% | $6,430-67.9% | $5,651-63.5% |