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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 | $21,605 | $72,272-70.1% | $101,264-78.7% | $79,858-72.9% |
| Participation rate | 62.9% | 68.5%-5.6pp | 75.8%-12.9pp | 69.6%-6.8pp |
| Annual return | 12.57% | 22.30%-9.7pp | 46.48%-33.9pp | 31.72%-19.1pp |
| Employer contribution / active EE | $224 | $2,692-91.7% | $3,660-93.9% | $2,471-90.9% |
| Participant deferral / active EE | $1,470 | $3,282-55.2% | $4,370-66.4% | $3,740-60.7% |
| Admin fee / account holder | $2,184 | $4,401-50.4% | $5,947-63.3% | $5,306-58.8% |