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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 | $8,347 | $76,407-89.1% | $150,298-94.4% | $82,448-89.9% |
| Participation rate | 51.8% | 66.4%-14.6pp | 77.8%-26.0pp | 68.1%-16.3pp |
| Annual return | 24.14% | 39.99%-15.9pp | 62.79%-38.6pp | 41.64%-17.5pp |
| Employer contribution / active EE | $176 | $2,614-93.2% | $4,154-95.8% | $2,551-93.1% |
| Participant deferral / active EE | $1,902 | $3,214-40.8% | $5,453-65.1% | $4,139-54.1% |
| Admin fee / account holder | $764 | $6,352-88.0% | $14,116-94.6% | $7,234-89.4% |