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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 | $27,096 | $76,407-64.5% | $150,298-82.0% | $82,448-67.1% |
| Participation rate | 46.7% | 66.4%-19.7pp | 77.8%-31.1pp | 68.1%-21.4pp |
| Annual return | 14.32% | 39.99%-25.7pp | 62.79%-48.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $237 | $2,614-90.9% | $4,154-94.3% | $2,551-90.7% |
| Participant deferral / active EE | $959 | $3,214-70.2% | $5,453-82.4% | $4,139-76.8% |
| Admin fee / account holder | $449 | $6,352-92.9% | $14,116-96.8% | $7,234-93.8% |