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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 | $24,008 | $49,791-51.8% | $78,210-69.3% | $70,126-65.8% |
| Participation rate | 40.0% | 62.3%-22.3pp | 68.7%-28.7pp | 69.5%-29.5pp |
| Annual return | 21.01% | 20.75%+0.3pp | 40.90%-19.9pp | 73.15%-52.1pp |
| Employer contribution / active EE | $221 | $1,430-84.5% | $2,034-89.1% | $2,343-90.5% |
| Participant deferral / active EE | $2,256 | $2,150+4.9% | $2,823-20.1% | $3,332-32.3% |
| Admin fee / account holder | $1,867 | $3,181-41.3% | $3,758-50.3% | $4,645-59.8% |