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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 | $21,376 | $45,211-52.7% | $56,429-62.1% | $70,126-69.5% |
| Participation rate | 49.5% | 73.6%-24.2pp | 80.0%-30.6pp | 69.5%-20.1pp |
| Annual return | 15.04% | 38.45%-23.4pp | 19.04%-4.0pp | 73.15%-58.1pp |
| Employer contribution / active EE | $447 | $2,737-83.7% | $3,405-86.9% | $2,343-80.9% |
| Participant deferral / active EE | $1,050 | $2,735-61.6% | $3,951-73.4% | $3,332-68.5% |
| Admin fee / account holder | $930 | $3,027-69.3% | $4,466-79.2% | $4,645-80.0% |