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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 | $18,800 | $41,016-54.2% | $152,093-87.6% | $64,097-70.7% |
| Participation rate | 29.4% | 51.3%-22.0pp | 77.8%-48.4pp | 55.2%-25.8pp |
| Annual return | 12.45% | 39.60%-27.1pp | 66.36%-53.9pp | 34.64%-22.2pp |
| Employer contribution / active EE | $134 | $1,342-90.0% | $4,175-96.8% | $1,891-92.9% |
| Participant deferral / active EE | $949 | $1,927-50.8% | $5,451-82.6% | $3,080-69.2% |
| Admin fee / account holder | $3,252 | $2,305+41.1% | $14,497-77.6% | $3,454-5.9% |