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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 | $23,157 | $73,978-68.7% | $96,515-76.0% | $75,173-69.2% |
| Participation rate | 35.9% | 66.4%-30.5pp | 74.3%-38.4pp | 67.2%-31.3pp |
| Annual return | 14.27% | 26.72%-12.5pp | 35.73%-21.5pp | 160.72%-146.5pp |
| Employer contribution / active EE | $159 | $2,931-94.6% | $3,740-95.8% | $2,671-94.1% |
| Participant deferral / active EE | $1,594 | $3,660-56.4% | $4,880-67.3% | $4,126-61.4% |
| Admin fee / account holder | $788 | $5,219-84.9% | $6,735-88.3% | $5,651-86.1% |