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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 | $13,581 | $45,087-69.9% | $69,483-80.5% | $72,976-81.4% |
| Participation rate | 56.7% | 68.5%-11.8pp | 74.6%-17.9pp | 69.5%-12.8pp |
| Annual return | 19.92% | 22.67%-2.8pp | 28.99%-9.1pp | 81.02%-61.1pp |
| Employer contribution / active EE | $233 | $2,055-88.7% | $2,780-91.6% | $2,440-90.5% |
| Participant deferral / active EE | $1,215 | $2,603-53.3% | $3,537-65.7% | $3,608-66.3% |
| Admin fee / account holder | $1,019 | $3,057-66.7% | $3,841-73.5% | $5,124-80.1% |