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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 | $26,901 | $46,877-42.6% | $122,354-78.0% | $70,126-61.6% |
| Participation rate | 32.6% | 58.2%-25.7pp | 71.6%-39.1pp | 69.5%-37.0pp |
| Annual return | 17.97% | 24.22%-6.2pp | 30.28%-12.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $160 | $1,288-87.6% | $4,051-96.0% | $2,343-93.2% |
| Participant deferral / active EE | $1,042 | $2,167-51.9% | $3,287-68.3% | $3,332-68.7% |
| Admin fee / account holder | $658 | $3,324-80.2% | $5,479-88.0% | $4,645-85.8% |