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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 | $19,495 | $61,338-68.2% | $149,717-87.0% | $71,495-72.7% |
| Participation rate | 50.5% | 62.5%-12.0pp | 78.8%-28.3pp | 67.9%-17.4pp |
| Annual return | 23.15% | 35.86%-12.7pp | 134.41%-111.3pp | 28.85%-5.7pp |
| Employer contribution / active EE | $326 | $2,381-86.3% | $4,820-93.2% | $2,589-87.4% |
| Participant deferral / active EE | $1,811 | $2,919-37.9% | $5,682-68.1% | $4,291-57.8% |
| Admin fee / account holder | $919 | $1,263-27.2% | $13,213-93.0% | $1,588-42.1% |