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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 | $16,965 | $124,330-86.4% | $109,173-84.5% | $167,536-89.9% |
| Participation rate | 31.8% | 79.5%-47.6pp | 75.9%-44.1pp | 82.1%-50.3pp |
| Annual return | 10.63% | 26.04%-15.4pp | 25.75%-15.1pp | 478.82%-468.2pp |
| Employer contribution / active EE | $514 | $4,209-87.8% | $3,723-86.2% | $4,839-89.4% |
| Participant deferral / active EE | $2,735 | $5,256-48.0% | $4,654-41.2% | $6,342-56.9% |
| Admin fee / account holder | $3,856 | $7,974-51.6% | $6,755-42.9% | $12,315-68.7% |