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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 | $11,971 | $51,207-76.6% | $70,565-83.0% | $75,177-84.1% |
| Participation rate | 38.6% | 61.0%-22.4pp | 68.4%-29.8pp | 67.2%-28.7pp |
| Annual return | 14.41% | 30.05%-15.6pp | 32.79%-18.4pp | 160.75%-146.3pp |
| Employer contribution / active EE | $16 | $1,826-99.1% | $2,976-99.5% | $2,671-99.4% |
| Participant deferral / active EE | $1,144 | $2,850-59.9% | $4,568-75.0% | $4,126-72.3% |
| Admin fee / account holder | $2,004 | $4,097-51.1% | $6,430-68.8% | $5,651-64.5% |