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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 | $21,849 | $77,638-71.9% | $156,551-86.0% | $62,881-65.3% |
| Participation rate | 15.2% | 71.2%-56.0pp | 84.0%-68.9pp | 69.3%-54.2pp |
| Annual return | 10.17% | 50.33%-40.2pp | 32.23%-22.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $319 | $3,444-90.7% | $5,501-94.2% | $2,281-86.0% |
| Participant deferral / active EE | $1,173 | $3,046-61.5% | $4,871-75.9% | $3,203-63.4% |
| Admin fee / account holder | $1,060 | $5,561-80.9% | $13,028-91.9% | $4,296-75.3% |