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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 | $15,253 | $76,407-80.0% | $150,298-89.9% | $82,448-81.5% |
| Participation rate | 26.9% | 66.4%-39.5pp | 77.8%-50.8pp | 68.1%-41.1pp |
| Annual return | 20.09% | 39.99%-19.9pp | 62.79%-42.7pp | 41.64%-21.5pp |
| Employer contribution / active EE | $192 | $2,614-92.6% | $4,154-95.4% | $2,551-92.5% |
| Participant deferral / active EE | $1,154 | $3,214-64.1% | $5,453-78.8% | $4,139-72.1% |
| Admin fee / account holder | $715 | $6,352-88.7% | $14,116-94.9% | $7,234-90.1% |