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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 | $27,298 | $89,364-69.5% | $141,177-80.7% | $72,983-62.6% |
| Participation rate | 57.5% | 75.1%-17.6pp | 82.5%-24.9pp | 69.5%-12.0pp |
| Annual return | 21.52% | 111.86%-90.3pp | 71.40%-49.9pp | 81.01%-59.5pp |
| Employer contribution / active EE | $536 | $3,115-82.8% | $4,736-88.7% | $2,440-78.0% |
| Participant deferral / active EE | $4,021 | $5,419-25.8% | $6,710-40.1% | $3,608+11.5% |
| Admin fee / account holder | $810 | $5,959-86.4% | $10,263-92.1% | $5,124-84.2% |