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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 | $16,465 | $47,944-65.7% | $67,834-75.7% | $62,881-73.8% |
| Participation rate | 57.5% | 61.1%-3.6pp | 68.8%-11.3pp | 69.3%-11.8pp |
| Annual return | 6.15% | 11.77%-5.6pp | 138.47%-132.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $144 | $1,562-90.8% | $2,403-94.0% | $2,281-93.7% |
| Participant deferral / active EE | $867 | $2,247-61.4% | $3,160-72.6% | $3,203-72.9% |
| Admin fee / account holder | $5,601 | $3,712+50.9% | $4,622+21.2% | $4,296+30.4% |