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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 | $16,524 | $57,969-71.5% | $76,327-78.4% | $80,935-79.6% |
| Participation rate | 40.7% | 73.7%-33.0pp | 79.2%-38.5pp | 67.7%-26.9pp |
| Annual return | 12.17% | 15.90%-3.7pp | 13.79%-1.6pp | 35.66%-23.5pp |
| Employer contribution / active EE | $730 | $3,570-79.6% | $4,584-84.1% | $2,757-73.5% |
| Participant deferral / active EE | $1,088 | $3,814-71.5% | $5,478-80.1% | $4,299-74.7% |
| Admin fee / account holder | $1,430 | $5,670-74.8% | $5,139-72.2% | $6,924-79.3% |