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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 | $21,332 | $75,541-71.8% | $152,093-86.0% | $82,637-74.2% |
| Participation rate | 21.4% | 66.5%-45.1pp | 77.8%-56.3pp | 68.1%-46.6pp |
| Annual return | 19.51% | 32.56%-13.0pp | 66.36%-46.8pp | 53.51%-34.0pp |
| Employer contribution / active EE | $239 | $2,622-90.9% | $4,175-94.3% | $2,552-90.6% |
| Participant deferral / active EE | $1,245 | $3,206-61.2% | $5,451-77.2% | $4,126-69.8% |
| Admin fee / account holder | $1,639 | $6,405-74.4% | $14,497-88.7% | $7,339-77.7% |