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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 | $19,961 | $43,730-54.4% | $121,220-83.5% | $64,173-68.9% |
| Participation rate | 50.0% | 58.3%-8.3pp | 71.8%-21.8pp | 69.6%-19.6pp |
| Annual return | 8.57% | 68.94%-60.4pp | 16.94%-8.4pp | 7.63%+0.9pp |
| Employer contribution / active EE | $13 | $1,297-99.0% | $4,023-99.7% | $2,381-99.5% |
| Participant deferral / active EE | $2,025 | $2,281-11.2% | $3,345-39.5% | $3,470-41.6% |
| Admin fee / account holder | $2,835 | $3,502-19.1% | $5,021-43.5% | $4,887-42.0% |