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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 | $17,028 | $77,908-78.1% | $149,696-88.6% | $75,173-77.3% |
| Participation rate | 45.5% | 65.6%-20.1pp | 78.8%-33.3pp | 67.2%-21.7pp |
| Annual return | 16.67% | 31.73%-15.1pp | 134.46%-117.8pp | 160.72%-144.1pp |
| Employer contribution / active EE | $296 | $3,138-90.6% | $4,821-93.9% | $2,671-88.9% |
| Participant deferral / active EE | $1,286 | $3,411-62.3% | $5,682-77.4% | $4,126-68.8% |
| Admin fee / account holder | $1,695 | $5,950-71.5% | $13,212-87.2% | $5,651-70.0% |