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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 | $15,221 | $84,236-81.9% | $170,435-91.1% | $70,126-78.3% |
| Participation rate | 17.5% | 70.8%-53.3pp | 83.6%-66.1pp | 69.5%-52.0pp |
| Annual return | 21.91% | 23.06%-1.1pp | 205.94%-184.0pp | 73.15%-51.2pp |
| Employer contribution / active EE | $262 | $3,387-92.3% | $5,432-95.2% | $2,343-88.8% |
| Participant deferral / active EE | $1,019 | $3,086-67.0% | $4,939-79.4% | $3,332-69.4% |
| Admin fee / account holder | $819 | $5,698-85.6% | $13,881-94.1% | $4,645-82.4% |