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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 | $23,553 | $53,774-56.2% | $134,162-82.4% | $79,856-70.5% |
| Participation rate | 24.5% | 58.8%-34.3pp | 72.2%-47.7pp | 69.6%-45.2pp |
| Annual return | 13.07% | 19.01%-5.9pp | 36.35%-23.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $107 | $1,322-91.9% | $3,705-97.1% | $2,471-95.7% |
| Participant deferral / active EE | $1,013 | $2,420-58.2% | $3,500-71.1% | $3,741-72.9% |
| Admin fee / account holder | $3,712 | $3,985-6.8% | $6,685-44.5% | $5,306-30.0% |