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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 | $16,343 | $53,837-69.6% | $75,717-78.4% | $85,856-81.0% |
| Participation rate | 34.7% | 69.1%-34.3pp | 74.8%-40.1pp | 69.3%-34.6pp |
| Annual return | 15.21% | 24.54%-9.3pp | 104.58%-89.4pp | 318.58%-303.4pp |
| Employer contribution / active EE | $278 | $2,017-86.2% | $2,743-89.9% | $2,565-89.2% |
| Participant deferral / active EE | $1,060 | $2,895-63.4% | $3,821-72.3% | $3,952-73.2% |
| Admin fee / account holder | $2,054 | $3,341-38.5% | $3,619-43.3% | $6,261-67.2% |