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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 | $21,622 | $52,279-58.6% | $89,414-75.8% | $79,852-72.9% |
| Participation rate | 32.8% | 57.5%-24.7pp | 68.0%-35.2pp | 69.6%-36.8pp |
| Annual return | 13.09% | 22.16%-9.1pp | 245.50%-232.4pp | 31.72%-18.6pp |
| Employer contribution / active EE | $178 | $1,572-88.7% | $2,586-93.1% | $2,471-92.8% |
| Participant deferral / active EE | $952 | $2,740-65.3% | $3,890-75.5% | $3,740-74.6% |
| Admin fee / account holder | $315 | $3,356-90.6% | $4,883-93.5% | $5,306-94.1% |