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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 | $25,448 | $81,262-68.7% | $155,602-83.6% | $80,911-68.5% |
| Participation rate | 15.9% | 66.2%-50.3pp | 78.2%-62.3pp | 67.6%-51.7pp |
| Annual return | 23.03% | 33.34%-10.3pp | 64.81%-41.8pp | 35.63%-12.6pp |
| Employer contribution / active EE | $294 | $3,102-90.5% | $4,675-93.7% | $2,756-89.3% |
| Participant deferral / active EE | $1,140 | $3,451-67.0% | $5,629-79.8% | $4,297-73.5% |
| Admin fee / account holder | $1,551 | $7,992-80.6% | $15,923-90.3% | $6,935-77.6% |