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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 | $14,156 | $77,908-81.8% | $149,696-90.5% | $75,173-81.2% |
| Participation rate | 27.3% | 65.6%-38.3pp | 78.8%-51.5pp | 67.2%-39.9pp |
| Annual return | 17.41% | 31.73%-14.3pp | 134.46%-117.0pp | 160.72%-143.3pp |
| Employer contribution / active EE | $303 | $3,138-90.3% | $4,821-93.7% | $2,671-88.7% |
| Participant deferral / active EE | $1,035 | $3,411-69.7% | $5,682-81.8% | $4,126-74.9% |
| Admin fee / account holder | $1,913 | $5,950-67.9% | $13,212-85.5% | $5,651-66.2% |