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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 | $24,257 | $77,920-68.9% | $149,723-83.8% | $75,177-67.7% |
| Participation rate | 56.3% | 65.6%-9.2pp | 78.8%-22.4pp | 67.2%-10.9pp |
| Annual return | 14.19% | 31.72%-17.5pp | 134.50%-120.3pp | 160.75%-146.6pp |
| Employer contribution / active EE | $164 | $3,138-94.8% | $4,821-96.6% | $2,671-93.9% |
| Participant deferral / active EE | $1,458 | $3,411-57.3% | $5,682-74.3% | $4,126-64.7% |
| Admin fee / account holder | $1,147 | $5,951-80.7% | $13,215-91.3% | $5,651-79.7% |