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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 | $13,307 | $81,262-83.6% | $155,602-91.4% | $80,911-83.6% |
| Participation rate | 45.0% | 66.2%-21.2pp | 78.2%-33.2pp | 67.6%-22.6pp |
| Annual return | 17.20% | 33.34%-16.1pp | 64.81%-47.6pp | 35.63%-18.4pp |
| Employer contribution / active EE | $288 | $3,102-90.7% | $4,675-93.8% | $2,756-89.5% |
| Participant deferral / active EE | $2,614 | $3,451-24.3% | $5,629-53.6% | $4,297-39.2% |
| Admin fee / account holder | $2,416 | $7,992-69.8% | $15,923-84.8% | $6,935-65.2% |