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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 | $24,518 | $76,407-67.9% | $150,298-83.7% | $82,448-70.3% |
| Participation rate | 47.2% | 66.4%-19.2pp | 77.8%-30.5pp | 68.1%-20.8pp |
| Annual return | 35.79% | 39.99%-4.2pp | 62.79%-27.0pp | 41.64%-5.8pp |
| Employer contribution / active EE | $83 | $2,614-96.8% | $4,154-98.0% | $2,551-96.7% |
| Participant deferral / active EE | $1,822 | $3,214-43.3% | $5,453-66.6% | $4,139-56.0% |
| Admin fee / account holder | $526 | $6,352-91.7% | $14,116-96.3% | $7,234-92.7% |