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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 | $23,336 | $41,377-43.6% | $109,313-78.7% | $62,881-62.9% |
| Participation rate | 28.9% | 57.5%-28.6pp | 71.3%-42.3pp | 69.3%-40.4pp |
| Annual return | 25.61% | 11.05%+14.6pp | 22.07%+3.5pp | 20.14%+5.5pp |
| Employer contribution / active EE | $147 | $1,276-88.5% | $3,892-96.2% | $2,281-93.6% |
| Participant deferral / active EE | $900 | $2,045-56.0% | $3,166-71.6% | $3,203-71.9% |
| Admin fee / account holder | $1,229 | $2,884-57.4% | $5,666-78.3% | $4,296-71.4% |