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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 | $17,410 | $45,043-61.3% | $63,005-72.4% | $70,124-75.2% |
| Participation rate | 22.8% | 69.5%-46.7pp | 74.8%-52.0pp | 69.5%-46.7pp |
| Annual return | 17.41% | 18.76%-1.3pp | 87.59%-70.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $158 | $2,052-92.3% | $2,760-94.3% | $2,342-93.2% |
| Participant deferral / active EE | $1,033 | $2,466-58.1% | $3,329-69.0% | $3,332-69.0% |
| Admin fee / account holder | $473 | $2,833-83.3% | $3,599-86.9% | $4,645-89.8% |