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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 | $24,209 | $57,140-57.6% | $85,240-71.6% | $80,959-70.1% |
| Participation rate | 29.7% | 56.4%-26.7pp | 67.5%-37.8pp | 67.7%-38.0pp |
| Annual return | 10.65% | 21.71%-11.1pp | 66.75%-56.1pp | 35.67%-25.0pp |
| Employer contribution / active EE | $225 | $1,802-87.5% | $2,735-91.8% | $2,757-91.9% |
| Participant deferral / active EE | $851 | $3,115-72.7% | $4,527-81.2% | $4,300-80.2% |
| Admin fee / account holder | $4,353 | $4,992-12.8% | $6,165-29.4% | $6,925-37.1% |