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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 | $15,281 | $81,331-81.2% | $155,534-90.2% | $80,935-81.1% |
| Participation rate | 40.7% | 66.3%-25.5pp | 78.2%-37.5pp | 67.7%-26.9pp |
| Annual return | 11.75% | 33.37%-21.6pp | 64.92%-53.2pp | 35.66%-23.9pp |
| Employer contribution / active EE | $367 | $3,105-88.2% | $4,675-92.1% | $2,757-86.7% |
| Participant deferral / active EE | $1,033 | $3,454-70.1% | $5,630-81.7% | $4,299-76.0% |
| Admin fee / account holder | $974 | $7,999-87.8% | $15,900-93.9% | $6,924-85.9% |