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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 | $19,169 | $42,909-55.3% | $152,093-87.4% | $71,012-73.0% |
| Participation rate | 11.6% | 54.7%-43.1pp | 77.8%-66.2pp | 58.6%-47.0pp |
| Annual return | 20.82% | 30.57%-9.7pp | 66.36%-45.5pp | 37.67%-16.8pp |
| Employer contribution / active EE | $131 | $1,369-90.4% | $4,175-96.9% | $2,348-94.4% |
| Participant deferral / active EE | $523 | $1,904-72.5% | $5,451-90.4% | $3,246-83.9% |
| Admin fee / account holder | $633 | $1,014-37.6% | $14,497-95.6% | $1,167-45.8% |