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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 | $15,858 | $81,331-80.5% | $155,534-89.8% | $80,935-80.4% |
| Participation rate | 62.1% | 66.3%-4.2pp | 78.2%-16.1pp | 67.7%-5.6pp |
| Annual return | 21.41% | 33.37%-12.0pp | 64.92%-43.5pp | 35.66%-14.2pp |
| Employer contribution / active EE | $351 | $3,105-88.7% | $4,675-92.5% | $2,757-87.3% |
| Participant deferral / active EE | $1,147 | $3,454-66.8% | $5,630-79.6% | $4,299-73.3% |
| Admin fee / account holder | $1,028 | $7,999-87.1% | $15,900-93.5% | $6,924-85.2% |