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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 | $18,779 | $63,354-70.4% | $94,105-80.0% | $82,637-77.3% |
| Participation rate | 31.0% | 63.8%-32.8pp | 71.9%-40.9pp | 68.1%-37.0pp |
| Annual return | 13.43% | 34.36%-20.9pp | 204.55%-191.1pp | 53.51%-40.1pp |
| Employer contribution / active EE | $158 | $1,760-91.0% | $2,504-93.7% | $2,552-93.8% |
| Participant deferral / active EE | $771 | $2,873-73.2% | $3,881-80.1% | $4,126-81.3% |
| Admin fee / account holder | $779 | $5,073-84.6% | $6,199-87.4% | $7,339-89.4% |