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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 | $28,418 | $52,306-45.7% | $69,779-59.3% | $62,881-54.8% |
| Participation rate | 60.0% | 67.2%-7.2pp | 71.8%-11.8pp | 69.3%-9.3pp |
| Annual return | 6.71% | 13.35%-6.6pp | 12.99%-6.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $260 | $1,799-85.6% | $2,338-88.9% | $2,281-88.6% |
| Participant deferral / active EE | $1,510 | $2,395-37.0% | $2,931-48.5% | $3,203-52.9% |
| Admin fee / account holder | $1,178 | $3,691-68.1% | $4,381-73.1% | $4,296-72.6% |