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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 | $25,378 | $74,535-66.0% | $100,712-74.8% | $82,637-69.3% |
| Participation rate | 42.9% | 61.2%-18.3pp | 69.3%-26.4pp | 68.1%-25.2pp |
| Annual return | 13.41% | 18.92%-5.5pp | 33.27%-19.9pp | 53.51%-40.1pp |
| Employer contribution / active EE | $272 | $1,503-81.9% | $2,313-88.2% | $2,552-89.3% |
| Participant deferral / active EE | $2,911 | $3,074-5.3% | $4,085-28.7% | $4,126-29.4% |
| Admin fee / account holder | $4,773 | $6,576-27.4% | $9,256-48.4% | $7,339-35.0% |