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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 | $27,237 | $72,027-62.2% | $185,835-85.3% | $79,852-65.9% |
| Participation rate | 23.9% | 65.8%-41.8pp | 78.0%-54.1pp | 69.6%-45.7pp |
| Annual return | 17.74% | 23.13%-5.4pp | 35.96%-18.2pp | 31.72%-14.0pp |
| Employer contribution / active EE | $333 | $1,965-83.1% | $4,087-91.9% | $2,471-86.5% |
| Participant deferral / active EE | $1,460 | $3,780-61.4% | $5,633-74.1% | $3,740-61.0% |
| Admin fee / account holder | $1,145 | $4,513-74.6% | $9,502-87.9% | $5,306-78.4% |