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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 | $12,636 | $77,901-83.8% | $149,717-91.6% | $75,181-83.2% |
| Participation rate | 28.1% | 65.6%-37.5pp | 78.8%-50.6pp | 67.2%-39.1pp |
| Annual return | 15.08% | 31.73%-16.6pp | 134.41%-119.3pp | 160.69%-145.6pp |
| Employer contribution / active EE | $313 | $3,137-90.0% | $4,820-93.5% | $2,671-88.3% |
| Participant deferral / active EE | $1,056 | $3,411-69.0% | $5,682-81.4% | $4,126-74.4% |
| Admin fee / account holder | $1,930 | $5,949-67.6% | $13,213-85.4% | $5,650-65.8% |