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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 | $20,330 | $76,407-73.4% | $150,298-86.5% | $82,448-75.3% |
| Participation rate | 15.2% | 66.4%-51.2pp | 77.8%-62.5pp | 68.1%-52.9pp |
| Annual return | 18.24% | 39.99%-21.7pp | 62.79%-44.5pp | 41.64%-23.4pp |
| Employer contribution / active EE | $237 | $2,614-90.9% | $4,154-94.3% | $2,551-90.7% |
| Participant deferral / active EE | $859 | $3,214-73.3% | $5,453-84.3% | $4,139-79.3% |
| Admin fee / account holder | $2,552 | $6,352-59.8% | $14,116-81.9% | $7,234-64.7% |