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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 | $26,248 | $57,140-54.1% | $85,240-69.2% | $80,959-67.6% |
| Participation rate | 7.7% | 56.4%-48.7pp | 67.5%-59.8pp | 67.7%-60.0pp |
| Annual return | 23.77% | 21.71%+2.1pp | 66.75%-43.0pp | 35.67%-11.9pp |
| Employer contribution / active EE | $181 | $1,802-89.9% | $2,735-93.4% | $2,757-93.4% |
| Participant deferral / active EE | $1,031 | $3,115-66.9% | $4,527-77.2% | $4,300-76.0% |
| Admin fee / account holder | $2,958 | $4,992-40.7% | $6,165-52.0% | $6,925-57.3% |