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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 | $23,610 | $51,222-53.9% | $70,544-66.5% | $75,173-68.6% |
| Participation rate | 53.2% | 61.0%-7.7pp | 68.4%-15.1pp | 67.2%-14.0pp |
| Annual return | 21.81% | 30.06%-8.2pp | 32.79%-11.0pp | 160.72%-138.9pp |
| Employer contribution / active EE | $254 | $1,827-86.1% | $2,976-91.4% | $2,671-90.5% |
| Participant deferral / active EE | $1,965 | $2,850-31.1% | $4,568-57.0% | $4,126-52.4% |
| Admin fee / account holder | $3,427 | $4,096-16.3% | $6,427-46.7% | $5,651-39.4% |