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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 | $19,482 | $45,343-57.0% | $150,298-87.0% | $67,986-71.3% |
| Participation rate | 26.7% | 51.9%-25.2pp | 77.8%-51.1pp | 57.2%-30.5pp |
| Annual return | 55.08% | 33.28%+21.8pp | 62.79%-7.7pp | 31.67%+23.4pp |
| Employer contribution / active EE | $172 | $1,462-88.3% | $4,154-95.9% | $2,019-91.5% |
| Participant deferral / active EE | $1,921 | $2,055-6.5% | $5,453-64.8% | $3,358-42.8% |
| Admin fee / account holder | $2,648 | $2,250+17.7% | $14,116-81.2% | $3,203-17.3% |