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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 | $23,534 | $58,627-59.9% | $76,735-69.3% | $82,448-71.5% |
| Participation rate | 63.2% | 63.2%-0.1pp | 69.5%-6.3pp | 68.1%-4.9pp |
| Annual return | 13.20% | 39.10%-25.9pp | 29.77%-16.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $250 | $1,729-85.5% | $2,454-89.8% | $2,551-90.2% |
| Participant deferral / active EE | $1,658 | $3,134-47.1% | $4,088-59.4% | $4,139-59.9% |
| Admin fee / account holder | $4,331 | $5,323-18.6% | $7,189-39.8% | $7,234-40.1% |