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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 | $18,630 | $57,140-67.4% | $85,240-78.1% | $80,959-77.0% |
| Participation rate | 48.6% | 56.4%-7.8pp | 67.5%-19.0pp | 67.7%-19.1pp |
| Annual return | 13.96% | 21.71%-7.8pp | 66.75%-52.8pp | 35.67%-21.7pp |
| Employer contribution / active EE | $51 | $1,802-97.2% | $2,735-98.1% | $2,757-98.2% |
| Participant deferral / active EE | $4,228 | $3,115+35.7% | $4,527-6.6% | $4,300-1.7% |
| Admin fee / account holder | $3,627 | $4,992-27.3% | $6,165-41.2% | $6,925-47.6% |