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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 | $22,784 | $54,763-58.4% | $90,324-74.8% | $72,976-68.8% |
| Participation rate | 58.1% | 65.2%-7.1pp | 73.3%-15.2pp | 69.5%-11.4pp |
| Annual return | 19.66% | 30.63%-11.0pp | 78.15%-58.5pp | 81.02%-61.4pp |
| Employer contribution / active EE | $169 | $2,093-91.9% | $2,856-94.1% | $2,440-93.1% |
| Participant deferral / active EE | $1,124 | $2,887-61.1% | $3,885-71.1% | $3,608-68.8% |
| Admin fee / account holder | $422 | $3,973-89.4% | $5,356-92.1% | $5,124-91.8% |