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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 | $26,584 | $86,050-69.1% | $189,758-86.0% | $94,015-71.7% |
| Participation rate | 43.1% | 68.9%-25.8pp | 79.8%-36.7pp | 70.8%-27.7pp |
| Annual return | 14.10% | 17.77%-3.7pp | 52.62%-38.5pp | 17.84%-3.7pp |
| Employer contribution / active EE | $337 | $2,819-88.0% | $4,767-92.9% | $2,790-87.9% |
| Participant deferral / active EE | $1,387 | $3,349-58.6% | $5,856-76.3% | $4,249-67.4% |
| Admin fee / account holder | $649 | $6,627-90.2% | $20,388-96.8% | $8,951-92.7% |