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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 | $24,947 | $46,596-46.5% | $64,099-61.1% | $75,181-66.8% |
| Participation rate | 20.6% | 65.9%-45.3pp | 72.3%-51.7pp | 67.2%-46.6pp |
| Annual return | 12.97% | 26.04%-13.1pp | 33.70%-20.7pp | 160.69%-147.7pp |
| Employer contribution / active EE | $278 | $1,975-85.9% | $2,748-89.9% | $2,671-89.6% |
| Participant deferral / active EE | $1,137 | $2,837-59.9% | $3,881-70.7% | $4,126-72.4% |
| Admin fee / account holder | $1,376 | $2,954-53.4% | $3,070-55.2% | $5,650-75.6% |