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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 | $18,679 | $56,060-66.7% | $76,002-75.4% | $80,874-76.9% |
| Participation rate | 56.5% | 62.0%-5.6pp | 69.1%-12.6pp | 67.6%-11.2pp |
| Annual return | 19.57% | 20.54%-1.0pp | 360.07%-340.5pp | 35.62%-16.0pp |
| Employer contribution / active EE | $268 | $1,873-85.7% | $2,688-90.0% | $2,756-90.3% |
| Participant deferral / active EE | $1,748 | $3,051-42.7% | $4,257-58.9% | $4,297-59.3% |
| Admin fee / account holder | $11,642 | $5,237+122.3% | $6,414+81.5% | $6,935+67.9% |