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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 | $36,555 | $76,407-52.2% | $150,298-75.7% | $82,448-55.7% |
| Participation rate | 8.8% | 66.4%-57.6pp | 77.8%-68.9pp | 68.1%-59.2pp |
| Annual return | 18.82% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $202 | $2,614-92.3% | $4,154-95.1% | $2,551-92.1% |
| Participant deferral / active EE | $846 | $3,214-73.7% | $5,453-84.5% | $4,139-79.6% |
| Admin fee / account holder | $482 | $6,352-92.4% | $14,116-96.6% | $7,234-93.3% |