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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 | $27,316 | $48,053-43.2% | $84,628-67.7% | $72,975-62.6% |
| Participation rate | 47.8% | 57.6%-9.8pp | 68.2%-20.4pp | 69.5%-21.7pp |
| Annual return | 18.91% | 37.39%-18.5pp | 258.80%-239.9pp | 81.01%-62.1pp |
| Employer contribution / active EE | $136 | $1,602-91.5% | $2,653-94.9% | $2,440-94.4% |
| Participant deferral / active EE | $1,356 | $2,681-49.4% | $3,900-65.2% | $3,608-62.4% |
| Admin fee / account holder | $741 | $3,395-78.2% | $4,914-84.9% | $5,124-85.5% |