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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 | $31,759 | $81,331-61.0% | $155,534-79.6% | $80,935-60.8% |
| Participation rate | 16.9% | 66.3%-49.4pp | 78.2%-61.4pp | 67.7%-50.8pp |
| Annual return | 14.01% | 33.37%-19.4pp | 64.92%-50.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $252 | $3,105-91.9% | $4,675-94.6% | $2,757-90.9% |
| Participant deferral / active EE | $1,063 | $3,454-69.2% | $5,630-81.1% | $4,299-75.3% |
| Admin fee / account holder | $1,588 | $7,999-80.1% | $15,900-90.0% | $6,924-77.1% |