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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 | $11,714 | $77,908-85.0% | $149,696-92.2% | $75,173-84.4% |
| Participation rate | 35.1% | 65.6%-30.4pp | 78.8%-43.6pp | 67.2%-32.1pp |
| Annual return | 17.56% | 31.73%-14.2pp | 134.46%-116.9pp | 160.72%-143.2pp |
| Employer contribution / active EE | $319 | $3,138-89.8% | $4,821-93.4% | $2,671-88.1% |
| Participant deferral / active EE | $1,226 | $3,411-64.1% | $5,682-78.4% | $4,126-70.3% |
| Admin fee / account holder | $823 | $5,950-86.2% | $13,212-93.8% | $5,651-85.4% |