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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 | $16,639 | $48,078-65.4% | $78,676-78.9% | $62,881-73.5% |
| Participation rate | 38.5% | 65.2%-26.7pp | 73.6%-35.1pp | 69.3%-30.8pp |
| Annual return | 5.03% | 31.36%-26.3pp | 62.19%-57.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $164 | $2,015-91.9% | $2,850-94.2% | $2,281-92.8% |
| Participant deferral / active EE | $1,242 | $2,587-52.0% | $3,517-64.7% | $3,203-61.2% |
| Admin fee / account holder | $2,731 | $3,206-14.8% | $4,510-39.4% | $4,296-36.4% |