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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 | $13,069 | $49,239-73.5% | $70,462-81.5% | $79,858-83.6% |
| Participation rate | 36.6% | 69.2%-32.6pp | 75.1%-38.5pp | 69.6%-33.1pp |
| Annual return | 13.24% | 30.08%-16.8pp | 109.08%-95.8pp | 31.72%-18.5pp |
| Employer contribution / active EE | $295 | $2,100-85.9% | $2,737-89.2% | $2,471-88.0% |
| Participant deferral / active EE | $1,001 | $2,769-63.8% | $3,710-73.0% | $3,740-73.2% |
| Admin fee / account holder | $752 | $2,876-73.9% | $3,845-80.4% | $5,306-85.8% |