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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 | $18,872 | $52,580-64.1% | $71,671-73.7% | $70,126-73.1% |
| Participation rate | 31.6% | 60.9%-29.3pp | 68.7%-37.2pp | 69.5%-38.0pp |
| Annual return | 13.44% | 20.25%-6.8pp | 20.65%-7.2pp | 73.15%-59.7pp |
| Employer contribution / active EE | $111 | $1,616-93.1% | $2,460-95.5% | $2,343-95.3% |
| Participant deferral / active EE | $1,058 | $2,386-55.7% | $3,438-69.2% | $3,332-68.2% |
| Admin fee / account holder | $428 | $3,653-88.3% | $5,558-92.3% | $4,645-90.8% |