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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 | $13,955 | $75,541-81.5% | $152,093-90.8% | $82,637-83.1% |
| Participation rate | 57.9% | 66.5%-8.6pp | 77.8%-19.9pp | 68.1%-10.2pp |
| Annual return | 20.20% | 32.56%-12.4pp | 66.36%-46.2pp | 53.51%-33.3pp |
| Employer contribution / active EE | $245 | $2,622-90.6% | $4,175-94.1% | $2,552-90.4% |
| Participant deferral / active EE | $1,966 | $3,206-38.7% | $5,451-63.9% | $4,126-52.3% |
| Admin fee / account holder | $1,174 | $6,405-81.7% | $14,497-91.9% | $7,339-84.0% |