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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 | $19,390 | $61,391-68.4% | $149,723-87.0% | $71,529-72.9% |
| Participation rate | 36.2% | 62.5%-26.3pp | 78.8%-42.6pp | 67.9%-31.7pp |
| Annual return | 15.33% | 35.88%-20.6pp | 134.50%-119.2pp | 28.97%-13.6pp |
| Employer contribution / active EE | $66 | $2,384-97.2% | $4,821-98.6% | $2,590-97.5% |
| Participant deferral / active EE | $1,601 | $2,921-45.2% | $5,682-71.8% | $4,291-62.7% |
| Admin fee / account holder | $2,880 | $1,264+127.8% | $13,215-78.2% | $1,588+81.3% |