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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 | $9,191 | $45,343-79.7% | $150,298-93.9% | $67,986-86.5% |
| Participation rate | 42.1% | 51.9%-9.7pp | 77.8%-35.6pp | 57.2%-15.1pp |
| Annual return | 18.39% | 33.28%-14.9pp | 62.79%-44.4pp | 31.67%-13.3pp |
| Employer contribution / active EE | $154 | $1,462-89.5% | $4,154-96.3% | $2,019-92.4% |
| Participant deferral / active EE | $584 | $2,055-71.6% | $5,453-89.3% | $3,358-82.6% |
| Admin fee / account holder | $850 | $2,250-62.2% | $14,116-94.0% | $3,203-73.5% |