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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 | $25,178 | $65,367-61.5% | $92,915-72.9% | $72,976-65.5% |
| Participation rate | 23.3% | 68.3%-45.0pp | 76.0%-52.7pp | 69.5%-46.2pp |
| Annual return | 23.28% | 42.11%-18.8pp | 109.45%-86.2pp | 81.02%-57.7pp |
| Employer contribution / active EE | $569 | $2,594-78.1% | $3,653-84.4% | $2,440-76.7% |
| Participant deferral / active EE | $1,364 | $3,128-56.4% | $4,238-67.8% | $3,608-62.2% |
| Admin fee / account holder | $1,549 | $4,251-63.6% | $5,796-73.3% | $5,124-69.8% |