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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 | $14,188 | $76,407-81.4% | $150,298-90.6% | $82,448-82.8% |
| Participation rate | 30.1% | 66.4%-36.3pp | 77.8%-47.7pp | 68.1%-38.0pp |
| Annual return | 17.11% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $222 | $2,614-91.5% | $4,154-94.7% | $2,551-91.3% |
| Participant deferral / active EE | $1,828 | $3,214-43.1% | $5,453-66.5% | $4,139-55.8% |
| Admin fee / account holder | $957 | $6,352-84.9% | $14,116-93.2% | $7,234-86.8% |