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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 | $25,320 | $45,343-44.2% | $150,298-83.2% | $67,986-62.8% |
| Participation rate | 8.5% | 51.9%-43.4pp | 77.8%-69.3pp | 57.2%-48.7pp |
| Annual return | 19.88% | 33.28%-13.4pp | 62.79%-42.9pp | 31.67%-11.8pp |
| Employer contribution / active EE | $62 | $1,462-95.8% | $4,154-98.5% | $2,019-96.9% |
| Participant deferral / active EE | $933 | $2,055-54.6% | $5,453-82.9% | $3,358-72.2% |
| Admin fee / account holder | $748 | $2,250-66.8% | $14,116-94.7% | $3,203-76.7% |