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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 | $61,391-57.1% | $149,723-82.4% | $71,529-63.2% |
| Participation rate | 51.3% | 62.5%-11.2pp | 78.8%-27.5pp | 67.9%-16.7pp |
| Annual return | 18.51% | 35.88%-17.4pp | 134.50%-116.0pp | 28.97%-10.5pp |
| Employer contribution / active EE | $177 | $2,384-92.6% | $4,821-96.3% | $2,590-93.2% |
| Participant deferral / active EE | $2,316 | $2,921-20.7% | $5,682-59.2% | $4,291-46.0% |
| Admin fee / account holder | $929 | $1,264-26.5% | $13,215-93.0% | $1,588-41.5% |