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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 | $26,240 | $41,377-36.6% | $109,313-76.0% | $62,881-58.3% |
| Participation rate | 24.7% | 57.5%-32.8pp | 71.3%-46.6pp | 69.3%-44.6pp |
| Annual return | 16.01% | 11.05%+5.0pp | 22.07%-6.1pp | 20.14%-4.1pp |
| Employer contribution / active EE | $74 | $1,276-94.2% | $3,892-98.1% | $2,281-96.7% |
| Participant deferral / active EE | $897 | $2,045-56.1% | $3,166-71.7% | $3,203-72.0% |
| Admin fee / account holder | $3,495 | $2,884+21.2% | $5,666-38.3% | $4,296-18.6% |