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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 | $16,010 | $86,050-81.4% | $189,758-91.6% | $94,015-83.0% |
| Participation rate | 41.9% | 68.9%-27.0pp | 79.8%-37.9pp | 70.8%-28.9pp |
| Annual return | 16.33% | 17.77%-1.4pp | 52.62%-36.3pp | 17.84%-1.5pp |
| Employer contribution / active EE | $435 | $2,819-84.6% | $4,767-90.9% | $2,790-84.4% |
| Participant deferral / active EE | $1,355 | $3,349-59.5% | $5,856-76.9% | $4,249-68.1% |
| Admin fee / account holder | $1,158 | $6,627-82.5% | $20,388-94.3% | $8,951-87.1% |