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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 | $32,255 | $43,075-25.1% | $74,577-56.7% | $62,881-48.7% |
| Participation rate | 20.8% | 58.1%-37.2pp | 68.1%-47.3pp | 69.3%-48.5pp |
| Annual return | 10.44% | 17.50%-7.1pp | 20.47%-10.0pp | 20.14%-9.7pp |
| Employer contribution / active EE | $155 | $1,498-89.7% | $2,525-93.9% | $2,281-93.2% |
| Participant deferral / active EE | $807 | $2,389-66.2% | $3,458-76.7% | $3,203-74.8% |
| Admin fee / account holder | $367 | $2,840-87.1% | $4,138-91.1% | $4,296-91.5% |