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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 | $15,296 | $81,262-81.2% | $155,602-90.2% | $80,911-81.1% |
| Participation rate | 32.9% | 66.2%-33.3pp | 78.2%-45.3pp | 67.6%-34.8pp |
| Annual return | 11.29% | 33.34%-22.1pp | 64.81%-53.5pp | 35.63%-24.3pp |
| Employer contribution / active EE | $59 | $3,102-98.1% | $4,675-98.7% | $2,756-97.9% |
| Participant deferral / active EE | $974 | $3,451-71.8% | $5,629-82.7% | $4,297-77.3% |
| Admin fee / account holder | $570 | $7,992-92.9% | $15,923-96.4% | $6,935-91.8% |