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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 | $45,343-58.5% | $150,298-87.5% | $67,986-72.3% |
| Participation rate | 29.4% | 51.9%-22.5pp | 77.8%-48.4pp | 57.2%-27.8pp |
| Annual return | 12.45% | 33.28%-20.8pp | 62.79%-50.3pp | 31.67%-19.2pp |
| Employer contribution / active EE | $134 | $1,462-90.9% | $4,154-96.8% | $2,019-93.4% |
| Participant deferral / active EE | $949 | $2,055-53.8% | $5,453-82.6% | $3,358-71.8% |
| Admin fee / account holder | $3,252 | $2,250+44.5% | $14,116-77.0% | $3,203+1.5% |