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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 | $21,075 | $61,338-65.6% | $149,717-85.9% | $71,495-70.5% |
| Participation rate | 47.5% | 62.5%-15.0pp | 78.8%-31.3pp | 67.9%-20.4pp |
| Annual return | 19.55% | 35.86%-16.3pp | 134.41%-114.9pp | 28.85%-9.3pp |
| Employer contribution / active EE | $247 | $2,381-89.6% | $4,820-94.9% | $2,589-90.5% |
| Participant deferral / active EE | $1,211 | $2,919-58.5% | $5,682-78.7% | $4,291-71.8% |
| Admin fee / account holder | $2,278 | $1,263+80.4% | $13,213-82.8% | $1,588+43.5% |