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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 | $18,688 | $51,222-63.5% | $70,544-73.5% | $75,173-75.1% |
| Participation rate | 29.3% | 61.0%-31.6pp | 68.4%-39.0pp | 67.2%-37.9pp |
| Annual return | 19.21% | 30.06%-10.8pp | 32.79%-13.6pp | 160.72%-141.5pp |
| Employer contribution / active EE | $164 | $1,827-91.0% | $2,976-94.5% | $2,671-93.9% |
| Participant deferral / active EE | $1,542 | $2,850-45.9% | $4,568-66.3% | $4,126-62.6% |
| Admin fee / account holder | $351 | $4,096-91.4% | $6,427-94.5% | $5,651-93.8% |