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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 | $25,559 | $61,356-58.3% | $149,696-82.9% | $71,511-64.3% |
| Participation rate | 43.3% | 62.5%-19.2pp | 78.8%-35.5pp | 67.9%-24.6pp |
| Annual return | 17.31% | 35.86%-18.5pp | 134.46%-117.1pp | 28.86%-11.5pp |
| Employer contribution / active EE | $201 | $2,382-91.5% | $4,821-95.8% | $2,589-92.2% |
| Participant deferral / active EE | $1,397 | $2,920-52.1% | $5,682-75.4% | $4,291-67.4% |
| Admin fee / account holder | $1,492 | $1,263+18.1% | $13,212-88.7% | $1,588-6.1% |