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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 | $20,200 | $81,331-75.2% | $155,534-87.0% | $80,935-75.0% |
| Participation rate | 34.2% | 66.3%-32.0pp | 78.2%-44.0pp | 67.7%-33.5pp |
| Annual return | 12.96% | 33.37%-20.4pp | 64.92%-52.0pp | 35.66%-22.7pp |
| Employer contribution / active EE | $26 | $3,105-99.2% | $4,675-99.4% | $2,757-99.0% |
| Participant deferral / active EE | $1,624 | $3,454-53.0% | $5,630-71.2% | $4,299-62.2% |
| Admin fee / account holder | $4,732 | $7,999-40.8% | $15,900-70.2% | $6,924-31.7% |