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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 | $16,020 | $43,496-63.2% | $161,489-90.1% | $64,340-75.1% |
| Participation rate | 23.4% | 53.5%-30.1pp | 78.7%-55.3pp | 55.2%-31.8pp |
| Annual return | 17.15% | 20.76%-3.6pp | 89.72%-72.6pp | 24.14%-7.0pp |
| Employer contribution / active EE | $175 | $1,431-87.8% | $4,268-95.9% | $1,862-90.6% |
| Participant deferral / active EE | $1,023 | $1,996-48.8% | $5,630-81.8% | $2,980-65.7% |
| Admin fee / account holder | $4,857 | $2,330+108.4% | $16,006-69.7% | $3,703+31.2% |