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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 | $26,350 | $61,295-57.0% | $149,682-82.4% | $71,476-63.1% |
| Participation rate | 51.3% | 62.5%-11.2pp | 78.8%-27.5pp | 67.9%-16.6pp |
| Annual return | 18.51% | 35.86%-17.4pp | 134.35%-115.8pp | 28.85%-10.3pp |
| Employer contribution / active EE | $177 | $2,380-92.6% | $4,818-96.3% | $2,589-93.2% |
| Participant deferral / active EE | $2,316 | $2,918-20.6% | $5,681-59.2% | $4,290-46.0% |
| Admin fee / account holder | $929 | $1,262-26.3% | $13,210-93.0% | $1,587-41.4% |