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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 | $23,361 | $103,164-77.4% | $90,259-74.1% | $154,746-84.9% |
| Participation rate | 45.5% | 76.1%-30.6pp | 70.7%-25.3pp | 80.7%-35.2pp |
| Annual return | 17.54% | 19.25%-1.7pp | 18.88%-1.3pp | 172.34%-154.8pp |
| Employer contribution / active EE | $66 | $2,532-97.4% | $2,291-97.1% | $4,379-98.5% |
| Participant deferral / active EE | $1,224 | $4,422-72.3% | $3,827-68.0% | $6,730-81.8% |
| Admin fee / account holder | $1,559 | $8,593-81.9% | $7,267-78.6% | $14,365-89.2% |