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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 | $18,101 | $48,053-62.3% | $84,637-78.6% | $72,976-75.2% |
| Participation rate | 21.0% | 57.6%-36.6pp | 68.2%-47.3pp | 69.5%-48.5pp |
| Annual return | 19.35% | 37.39%-18.0pp | 258.82%-239.5pp | 81.02%-61.7pp |
| Employer contribution / active EE | $167 | $1,602-89.6% | $2,653-93.7% | $2,440-93.1% |
| Participant deferral / active EE | $1,050 | $2,681-60.8% | $3,900-73.1% | $3,608-70.9% |
| Admin fee / account holder | $1,178 | $3,395-65.3% | $4,914-76.0% | $5,124-77.0% |