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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 | $19,914 | $37,446-46.8% | $77,513-74.3% | $79,852-75.1% |
| Participation rate | 55.8% | 41.5%+14.3pp | 54.2%+1.6pp | 69.6%-13.8pp |
| Annual return | 17.15% | 39.76%-22.6pp | 54.81%-37.7pp | 31.72%-14.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $386 | $1,261-69.4% | $1,861-79.2% | $3,740-89.7% |
| Admin fee / account holder | $1,120 | $2,506-55.3% | $2,859-60.8% | $5,306-78.9% |