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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 | $13,735 | $43,496-68.4% | $161,489-91.5% | $64,340-78.7% |
| Participation rate | 34.9% | 53.5%-18.6pp | 78.7%-43.8pp | 55.2%-20.3pp |
| Annual return | 18.10% | 20.76%-2.7pp | 89.72%-71.6pp | 24.14%-6.0pp |
| Employer contribution / active EE | $253 | $1,431-82.3% | $4,268-94.1% | $1,862-86.4% |
| Participant deferral / active EE | $1,284 | $1,996-35.7% | $5,630-77.2% | $2,980-56.9% |
| Admin fee / account holder | $1,347 | $2,330-42.2% | $16,006-91.6% | $3,703-63.6% |