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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 | $26,228 | $77,638-66.2% | $156,551-83.2% | $62,881-58.3% |
| Participation rate | 44.1% | 71.2%-27.1pp | 84.0%-39.9pp | 69.3%-25.2pp |
| Annual return | 5.59% | 50.33%-44.7pp | 32.23%-26.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $140 | $3,444-95.9% | $5,501-97.5% | $2,281-93.9% |
| Participant deferral / active EE | $1,172 | $3,046-61.5% | $4,871-75.9% | $3,203-63.4% |
| Admin fee / account holder | $1,091 | $5,561-80.4% | $13,028-91.6% | $4,296-74.6% |