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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 | $20,313 | $81,276-75.0% | $155,574-86.9% | $80,925-74.9% |
| Participation rate | 46.7% | 66.2%-19.6pp | 78.2%-31.5pp | 67.7%-21.0pp |
| Annual return | 16.07% | 33.36%-17.3pp | 64.87%-48.8pp | 35.65%-19.6pp |
| Employer contribution / active EE | $252 | $3,103-91.9% | $4,676-94.6% | $2,756-90.9% |
| Participant deferral / active EE | $1,004 | $3,453-70.9% | $5,629-82.2% | $4,299-76.6% |
| Admin fee / account holder | $2,158 | $7,993-73.0% | $15,914-86.4% | $6,940-68.9% |