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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 | $14,414 | $76,407-81.1% | $150,298-90.4% | $82,448-82.5% |
| Participation rate | 27.0% | 66.4%-39.4pp | 77.8%-50.7pp | 68.1%-41.0pp |
| Annual return | 17.73% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $216 | $2,614-91.7% | $4,154-94.8% | $2,551-91.5% |
| Participant deferral / active EE | $948 | $3,214-70.5% | $5,453-82.6% | $4,139-77.1% |
| Admin fee / account holder | $683 | $6,352-89.3% | $14,116-95.2% | $7,234-90.6% |