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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 | $25,390 | $84,953-70.1% | $163,379-84.5% | $82,637-69.3% |
| Participation rate | 53.8% | 65.9%-12.1pp | 76.8%-23.0pp | 68.1%-14.2pp |
| Annual return | 16.65% | 23.07%-6.4pp | 63.41%-46.8pp | 53.51%-36.9pp |
| Employer contribution / active EE | $406 | $2,183-81.4% | $3,752-89.2% | $2,552-84.1% |
| Participant deferral / active EE | $1,624 | $4,326-62.5% | $6,282-74.1% | $4,126-60.6% |
| Admin fee / account holder | $1,599 | $7,921-79.8% | $9,818-83.7% | $7,339-78.2% |