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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 | $27,081 | $88,707-69.5% | $74,184-63.5% | $273,972-90.1% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 6.60% | 11.94%-5.3pp | 17.74%-11.1pp | 41.46%-34.9pp |
| Employer contribution / active EE | $361 | $3,159-88.6% | $2,370-84.8% | $4,869-92.6% |
| Participant deferral / active EE | $1,664 | $4,212-60.5% | $3,550-53.1% | $5,287-68.5% |
| Admin fee / account holder | $961 | $8,717-89.0% | $5,586-82.8% | $10,133-90.5% |