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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 | $20,953 | $51,207-59.1% | $70,565-70.3% | $75,177-72.1% |
| Participation rate | 9.3% | 61.0%-51.7pp | 68.4%-59.1pp | 67.2%-57.9pp |
| Annual return | 33.50% | 30.05%+3.4pp | 32.79%+0.7pp | 160.75%-127.3pp |
| Employer contribution / active EE | $226 | $1,826-87.6% | $2,976-92.4% | $2,671-91.5% |
| Participant deferral / active EE | $972 | $2,850-65.9% | $4,568-78.7% | $4,126-76.4% |
| Admin fee / account holder | $360 | $4,097-91.2% | $6,430-94.4% | $5,651-93.6% |