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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 | $18,750 | $86,050-78.2% | $189,758-90.1% | $94,015-80.1% |
| Participation rate | 31.3% | 68.9%-37.6pp | 79.8%-48.5pp | 70.8%-39.5pp |
| Annual return | 18.02% | 17.77%+0.2pp | 52.62%-34.6pp | 17.84%+0.2pp |
| Employer contribution / active EE | $55 | $2,819-98.0% | $4,767-98.8% | $2,790-98.0% |
| Participant deferral / active EE | $1,333 | $3,349-60.2% | $5,856-77.2% | $4,249-68.6% |
| Admin fee / account holder | $1,058 | $6,627-84.0% | $20,388-94.8% | $8,951-88.2% |