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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 | $45,343-64.7% | $150,298-89.3% | $67,986-76.4% |
| Participation rate | 23.4% | 51.9%-28.4pp | 77.8%-54.3pp | 57.2%-33.8pp |
| Annual return | 17.15% | 33.28%-16.1pp | 62.79%-45.6pp | 31.67%-14.5pp |
| Employer contribution / active EE | $175 | $1,462-88.0% | $4,154-95.8% | $2,019-91.3% |
| Participant deferral / active EE | $1,023 | $2,055-50.2% | $5,453-81.2% | $3,358-69.5% |
| Admin fee / account holder | $4,857 | $2,250+115.9% | $14,116-65.6% | $3,203+51.6% |