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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 | $18,805 | $48,078-60.9% | $78,676-76.1% | $62,881-70.1% |
| Participation rate | 24.3% | 65.2%-40.9pp | 73.6%-49.3pp | 69.3%-45.0pp |
| Annual return | 6.64% | 31.36%-24.7pp | 62.19%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $197 | $2,015-90.2% | $2,850-93.1% | $2,281-91.4% |
| Participant deferral / active EE | $823 | $2,587-68.2% | $3,517-76.6% | $3,203-74.3% |
| Admin fee / account holder | $926 | $3,206-71.1% | $4,510-79.5% | $4,296-78.4% |