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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 | $25,280 | $71,197-64.5% | $93,669-73.0% | $80,925-68.8% |
| Participation rate | 35.1% | 60.4%-25.3pp | 68.7%-33.6pp | 67.7%-32.5pp |
| Annual return | 13.61% | 11.27%+2.3pp | 133.59%-120.0pp | 35.65%-22.0pp |
| Employer contribution / active EE | $312 | $1,565-80.0% | $2,424-87.1% | $2,756-88.7% |
| Participant deferral / active EE | $1,249 | $4,036-69.0% | $4,416-71.7% | $4,299-70.9% |
| Admin fee / account holder | $1,127 | $6,959-83.8% | $8,291-86.4% | $6,940-83.8% |