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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 | $23,699 | $45,343-47.7% | $150,298-84.2% | $67,986-65.1% |
| Participation rate | 9.7% | 51.9%-42.2pp | 77.8%-68.1pp | 57.2%-47.5pp |
| Annual return | 23.96% | 33.28%-9.3pp | 62.79%-38.8pp | 31.67%-7.7pp |
| Employer contribution / active EE | $202 | $1,462-86.2% | $4,154-95.1% | $2,019-90.0% |
| Participant deferral / active EE | $607 | $2,055-70.5% | $5,453-88.9% | $3,358-81.9% |
| Admin fee / account holder | $371 | $2,250-83.5% | $14,116-97.4% | $3,203-88.4% |