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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 | $26,997 | $41,016-34.2% | $152,093-82.2% | $64,097-57.9% |
| Participation rate | 25.0% | 51.3%-26.3pp | 77.8%-52.8pp | 55.2%-30.2pp |
| Annual return | 20.35% | 39.60%-19.2pp | 66.36%-46.0pp | 34.64%-14.3pp |
| Employer contribution / active EE | $55 | $1,342-95.9% | $4,175-98.7% | $1,891-97.1% |
| Participant deferral / active EE | $775 | $1,927-59.8% | $5,451-85.8% | $3,080-74.8% |
| Admin fee / account holder | $656 | $2,305-71.5% | $14,497-95.5% | $3,454-81.0% |