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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 | $12,718 | $55,932-77.3% | $76,735-83.4% | $67,986-81.3% |
| Participation rate | 62.3% | 50.8%+11.5pp | 69.5%-7.2pp | 57.2%+5.1pp |
| Annual return | 18.91% | 23.10%-4.2pp | 29.77%-10.9pp | 31.67%-12.8pp |
| Employer contribution / active EE | $60 | $1,487-96.0% | $2,454-97.6% | $2,019-97.0% |
| Participant deferral / active EE | $1,494 | $2,558-41.6% | $4,088-63.4% | $3,358-55.5% |
| Admin fee / account holder | $589 | $4,907-88.0% | $7,189-91.8% | $3,203-81.6% |