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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 | $20,029 | $52,580-61.9% | $71,671-72.1% | $70,126-71.4% |
| Participation rate | 42.9% | 60.9%-18.0pp | 68.7%-25.9pp | 69.5%-26.7pp |
| Annual return | 16.07% | 20.25%-4.2pp | 20.65%-4.6pp | 73.15%-57.1pp |
| Employer contribution / active EE | $237 | $1,616-85.3% | $2,460-90.4% | $2,343-89.9% |
| Participant deferral / active EE | $1,135 | $2,386-52.5% | $3,438-67.0% | $3,332-65.9% |
| Admin fee / account holder | $416 | $3,653-88.6% | $5,558-92.5% | $4,645-91.0% |