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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 | $17,822 | $78,015-77.2% | $178,505-90.0% | $80,959-78.0% |
| Participation rate | 16.7% | 65.7%-49.0pp | 77.1%-60.5pp | 67.7%-51.0pp |
| Annual return | 15.12% | 18.10%-3.0pp | 27.16%-12.0pp | 35.67%-20.5pp |
| Employer contribution / active EE | $48 | $2,281-97.9% | $3,955-98.8% | $2,757-98.2% |
| Participant deferral / active EE | $1,562 | $4,406-64.6% | $6,280-75.1% | $4,300-63.7% |
| Admin fee / account holder | $377 | $7,160-94.7% | $10,428-96.4% | $6,925-94.6% |