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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 | $20,902 | $45,041-53.6% | $63,003-66.8% | $70,131-70.2% |
| Participation rate | 29.8% | 69.5%-39.7pp | 74.8%-45.0pp | 69.5%-39.8pp |
| Annual return | 19.05% | 18.76%+0.3pp | 87.59%-68.5pp | 73.14%-54.1pp |
| Employer contribution / active EE | $336 | $2,052-83.6% | $2,760-87.8% | $2,342-85.7% |
| Participant deferral / active EE | $972 | $2,465-60.6% | $3,329-70.8% | $3,332-70.8% |
| Admin fee / account holder | $643 | $2,836-77.3% | $3,600-82.1% | $4,645-86.2% |