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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 | $41,342 | $76,407-45.9% | $150,298-72.5% | $82,448-49.9% |
| Participation rate | 14.7% | 66.4%-51.7pp | 77.8%-63.0pp | 68.1%-53.3pp |
| Annual return | 18.17% | 39.99%-21.8pp | 62.79%-44.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $193 | $2,614-92.6% | $4,154-95.4% | $2,551-92.5% |
| Participant deferral / active EE | $916 | $3,214-71.5% | $5,453-83.2% | $4,139-77.9% |
| Admin fee / account holder | $1,751 | $6,352-72.4% | $14,116-87.6% | $7,234-75.8% |