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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 | $22,192 | $48,364-54.1% | $71,796-69.1% | $62,881-64.7% |
| Participation rate | 56.9% | 60.6%-3.7pp | 69.1%-12.2pp | 69.3%-12.4pp |
| Annual return | 6.20% | 13.16%-7.0pp | 78.04%-71.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $145 | $1,042-86.0% | $1,924-92.4% | $2,281-93.6% |
| Participant deferral / active EE | $2,124 | $2,091+1.6% | $2,794-24.0% | $3,203-33.7% |
| Admin fee / account holder | $1,200 | $3,771-68.2% | $4,815-75.1% | $4,296-72.1% |