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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 | $16,107 | $53,128-69.7% | $86,582-81.4% | $70,126-77.0% |
| Participation rate | 29.7% | 65.3%-35.6pp | 73.5%-43.8pp | 69.5%-39.8pp |
| Annual return | 14.81% | 27.66%-12.8pp | 965.08%-950.3pp | 73.15%-58.3pp |
| Employer contribution / active EE | $167 | $2,068-91.9% | $2,839-94.1% | $2,343-92.9% |
| Participant deferral / active EE | $1,296 | $2,695-51.9% | $3,609-64.1% | $3,332-61.1% |
| Admin fee / account holder | $1,608 | $3,584-55.1% | $4,904-67.2% | $4,645-65.4% |