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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 | $27,872 | $60,442-53.9% | $96,754-71.2% | $87,485-68.1% |
| Participation rate | 13.0% | 58.7%-45.7pp | 70.3%-57.3pp | 68.9%-56.0pp |
| Annual return | 16.42% | 21.97%-5.6pp | 82.04%-65.6pp | 26.06%-9.6pp |
| Employer contribution / active EE | $210 | $1,691-87.6% | $2,679-92.1% | $2,596-91.9% |
| Participant deferral / active EE | $1,298 | $3,280-60.4% | $4,758-72.7% | $4,274-69.6% |
| Admin fee / account holder | $907 | $5,069-82.1% | $8,905-89.8% | $7,775-88.3% |