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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 | $17,033 | $78,015-78.2% | $178,505-90.5% | $80,959-79.0% |
| Participation rate | 69.6% | 65.7%+3.9pp | 77.1%-7.6pp | 67.7%+1.9pp |
| Annual return | 11.69% | 18.10%-6.4pp | 27.16%-15.5pp | 35.67%-24.0pp |
| Employer contribution / active EE | $5 | $2,281-99.8% | $3,955-99.9% | $2,757-99.8% |
| Participant deferral / active EE | $2,837 | $4,406-35.6% | $6,280-54.8% | $4,300-34.0% |
| Admin fee / account holder | $633 | $7,160-91.2% | $10,428-93.9% | $6,925-90.9% |