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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 | $16,173 | $47,944-66.3% | $67,834-76.2% | $62,881-74.3% |
| Participation rate | 41.9% | 61.1%-19.1pp | 68.8%-26.9pp | 69.3%-27.4pp |
| Annual return | 5.29% | 11.77%-6.5pp | 138.47%-133.2pp | 20.14%-14.9pp |
| Employer contribution / active EE | $204 | $1,562-86.9% | $2,403-91.5% | $2,281-91.0% |
| Participant deferral / active EE | $825 | $2,247-63.3% | $3,160-73.9% | $3,203-74.3% |
| Admin fee / account holder | $1,074 | $3,712-71.1% | $4,622-76.8% | $4,296-75.0% |