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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 | $27,531 | $76,407-64.0% | $150,298-81.7% | $82,448-66.6% |
| Participation rate | 15.0% | 66.4%-51.4pp | 77.8%-62.8pp | 68.1%-53.1pp |
| Annual return | 16.48% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $278 | $2,614-89.4% | $4,154-93.3% | $2,551-89.1% |
| Participant deferral / active EE | $1,154 | $3,214-64.1% | $5,453-78.8% | $4,139-72.1% |
| Admin fee / account holder | $17,921 | $6,352+182.1% | $14,116+27.0% | $7,234+147.7% |