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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 | $13,574 | $50,082-72.9% | $93,419-85.5% | $79,852-83.0% |
| Participation rate | 32.3% | 60.9%-28.7pp | 66.8%-34.5pp | 69.6%-37.4pp |
| Annual return | 78.25% | 24.59%+53.7pp | 78.05%+0.2pp | 31.72%+46.5pp |
| Employer contribution / active EE | $118 | $1,303-90.9% | $2,075-94.3% | $2,471-95.2% |
| Participant deferral / active EE | $1,184 | $2,212-46.5% | $3,126-62.1% | $3,740-68.4% |
| Admin fee / account holder | $3,542 | $3,454+2.5% | $5,230-32.3% | $5,306-33.3% |