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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 | $27,256 | $45,343-39.9% | $150,298-81.9% | $67,986-59.9% |
| Participation rate | 19.9% | 51.9%-31.9pp | 77.8%-57.9pp | 57.2%-37.3pp |
| Annual return | 16.42% | 33.28%-16.9pp | 62.79%-46.4pp | 31.67%-15.2pp |
| Employer contribution / active EE | $151 | $1,462-89.6% | $4,154-96.4% | $2,019-92.5% |
| Participant deferral / active EE | $694 | $2,055-66.2% | $5,453-87.3% | $3,358-79.3% |
| Admin fee / account holder | $1,063 | $2,250-52.8% | $14,116-92.5% | $3,203-66.8% |