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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 | $13,076 | $45,050-71.0% | $63,018-79.3% | $70,126-81.4% |
| Participation rate | 51.6% | 69.5%-17.9pp | 74.8%-23.2pp | 69.5%-17.9pp |
| Annual return | 19.75% | 18.76%+1.0pp | 87.62%-67.9pp | 73.15%-53.4pp |
| Employer contribution / active EE | $249 | $2,052-87.9% | $2,761-91.0% | $2,343-89.4% |
| Participant deferral / active EE | $1,399 | $2,466-43.3% | $3,330-58.0% | $3,332-58.0% |
| Admin fee / account holder | $421 | $2,834-85.1% | $3,601-88.3% | $4,645-90.9% |