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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 | $18,780 | $56,894-67.0% | $84,753-77.8% | $62,881-70.1% |
| Participation rate | 42.9% | 68.5%-25.7pp | 76.6%-33.7pp | 69.3%-26.4pp |
| Annual return | 6.90% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.2pp |
| Employer contribution / active EE | $184 | $2,400-92.3% | $3,574-94.9% | $2,281-91.9% |
| Participant deferral / active EE | $1,444 | $2,709-46.7% | $3,712-61.1% | $3,203-54.9% |
| Admin fee / account holder | $3,041 | $3,581-15.1% | $5,333-43.0% | $4,296-29.2% |