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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 | $20,621 | $56,894-63.8% | $84,753-75.7% | $62,881-67.2% |
| Participation rate | 29.8% | 68.5%-38.8pp | 76.6%-46.8pp | 69.3%-39.5pp |
| Annual return | 7.36% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $409 | $2,400-82.9% | $3,574-88.6% | $2,281-82.1% |
| Participant deferral / active EE | $2,078 | $2,709-23.3% | $3,712-44.0% | $3,203-35.1% |
| Admin fee / account holder | $1,759 | $3,581-50.9% | $5,333-67.0% | $4,296-59.0% |