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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 | $13,036 | $99,053-86.8% | $88,179-85.2% | $138,895-90.6% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.1%-15.3pp | 79.9%-26.1pp |
| Annual return | 26.60% | 78.17%-51.6pp | 64.97%-38.4pp | 145.39%-118.8pp |
| Employer contribution / active EE | $223 | $2,882-92.3% | $2,549-91.3% | $4,194-94.7% |
| Participant deferral / active EE | $1,590 | $5,225-69.6% | $4,614-65.5% | $6,396-75.1% |
| Admin fee / account holder | $579 | $8,748-93.4% | $7,673-92.5% | $12,562-95.4% |