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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 | $16,364 | $41,377-60.5% | $109,313-85.0% | $62,881-74.0% |
| Participation rate | 46.3% | 57.5%-11.3pp | 71.3%-25.0pp | 69.3%-23.1pp |
| Annual return | 5.01% | 11.05%-6.0pp | 22.07%-17.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $162 | $1,276-87.3% | $3,892-95.8% | $2,281-92.9% |
| Participant deferral / active EE | $1,024 | $2,045-49.9% | $3,166-67.7% | $3,203-68.0% |
| Admin fee / account holder | $5,807 | $2,884+101.4% | $5,666+2.5% | $4,296+35.2% |