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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 | $21,995 | $46,688-52.9% | $189,758-88.4% | $69,733-68.5% |
| Participation rate | 26.6% | 61.7%-35.1pp | 79.8%-53.2pp | 62.5%-35.8pp |
| Annual return | 16.57% | 14.35%+2.2pp | 52.62%-36.1pp | 15.22%+1.3pp |
| Employer contribution / active EE | $288 | $1,695-83.0% | $4,767-93.9% | $2,250-87.2% |
| Participant deferral / active EE | $1,414 | $2,143-34.0% | $5,856-75.8% | $3,054-53.7% |
| Admin fee / account holder | $1,069 | $1,700-37.1% | $20,388-94.8% | $3,102-65.5% |