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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 | $17,208 | $84,233-79.6% | $170,436-89.9% | $70,131-75.5% |
| Participation rate | 56.0% | 70.8%-14.8pp | 83.6%-27.6pp | 69.5%-13.5pp |
| Annual return | 19.70% | 23.06%-3.4pp | 205.94%-186.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $371 | $3,387-89.1% | $5,433-93.2% | $2,342-84.2% |
| Participant deferral / active EE | $872 | $3,086-71.7% | $4,939-82.3% | $3,332-73.8% |
| Admin fee / account holder | $424 | $5,698-92.6% | $13,880-96.9% | $4,645-90.9% |