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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 | $28,225 | $77,908-63.8% | $149,696-81.1% | $75,173-62.5% |
| Participation rate | 34.1% | 65.6%-31.5pp | 78.8%-44.7pp | 67.2%-33.1pp |
| Annual return | 19.41% | 31.73%-12.3pp | 134.46%-115.0pp | 160.72%-141.3pp |
| Employer contribution / active EE | $166 | $3,138-94.7% | $4,821-96.6% | $2,671-93.8% |
| Participant deferral / active EE | $2,157 | $3,411-36.8% | $5,682-62.0% | $4,126-47.7% |
| Admin fee / account holder | $1,542 | $5,950-74.1% | $13,212-88.3% | $5,651-72.7% |