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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 | $81,331-83.6% | $155,534-91.4% | $80,935-83.6% |
| Participation rate | 45.0% | 66.3%-21.3pp | 78.2%-33.2pp | 67.7%-22.7pp |
| Annual return | 17.20% | 33.37%-16.2pp | 64.92%-47.7pp | 35.66%-18.5pp |
| Employer contribution / active EE | $288 | $3,105-90.7% | $4,675-93.8% | $2,757-89.5% |
| Participant deferral / active EE | $2,614 | $3,454-24.3% | $5,630-53.6% | $4,299-39.2% |
| Admin fee / account holder | $2,416 | $7,999-69.8% | $15,900-84.8% | $6,924-65.1% |