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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 | $24,686 | $84,236-70.7% | $170,435-85.5% | $70,126-64.8% |
| Participation rate | 38.9% | 70.8%-31.9pp | 83.6%-44.7pp | 69.5%-30.7pp |
| Annual return | 19.82% | 23.06%-3.2pp | 205.94%-186.1pp | 73.15%-53.3pp |
| Employer contribution / active EE | $121 | $3,387-96.4% | $5,432-97.8% | $2,343-94.8% |
| Participant deferral / active EE | $1,478 | $3,086-52.1% | $4,939-70.1% | $3,332-55.6% |
| Admin fee / account holder | $1,582 | $5,698-72.2% | $13,881-88.6% | $4,645-65.9% |