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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 | $15,398 | $45,050-65.8% | $63,018-75.6% | $70,126-78.0% |
| Participation rate | 31.3% | 69.5%-38.3pp | 74.8%-43.6pp | 69.5%-38.3pp |
| Annual return | 18.77% | 18.76%0pp | 87.62%-68.9pp | 73.15%-54.4pp |
| Employer contribution / active EE | $156 | $2,052-92.4% | $2,761-94.3% | $2,343-93.3% |
| Participant deferral / active EE | $1,535 | $2,466-37.7% | $3,330-53.9% | $3,332-53.9% |
| Admin fee / account holder | $715 | $2,834-74.8% | $3,601-80.1% | $4,645-84.6% |