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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 | $20,346 | $46,877-56.6% | $122,354-83.4% | $70,124-71.0% |
| Participation rate | 17.9% | 58.2%-40.3pp | 71.6%-53.7pp | 69.5%-51.6pp |
| Annual return | 61.49% | 24.22%+37.3pp | 30.28%+31.2pp | 73.14%-11.7pp |
| Employer contribution / active EE | $204 | $1,288-84.1% | $4,051-95.0% | $2,342-91.3% |
| Participant deferral / active EE | $1,074 | $2,167-50.4% | $3,287-67.3% | $3,332-67.8% |
| Admin fee / account holder | $1,025 | $3,324-69.2% | $5,479-81.3% | $4,645-77.9% |