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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 | $26,761 | $76,407-65.0% | $150,298-82.2% | $82,448-67.5% |
| Participation rate | 41.5% | 66.4%-24.9pp | 77.8%-36.3pp | 68.1%-26.6pp |
| Annual return | 15.04% | 39.99%-25.0pp | 62.79%-47.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $169 | $2,614-93.5% | $4,154-95.9% | $2,551-93.4% |
| Participant deferral / active EE | $924 | $3,214-71.2% | $5,453-83.0% | $4,139-77.7% |
| Admin fee / account holder | $1,493 | $6,352-76.5% | $14,116-89.4% | $7,234-79.4% |