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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 | $26,694 | $88,672-69.9% | $105,223-74.6% | $82,448-67.6% |
| Participation rate | 36.4% | 67.9%-31.6pp | 75.0%-38.7pp | 68.1%-31.7pp |
| Annual return | 19.45% | 30.86%-11.4pp | 180.65%-161.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $480 | $3,048-84.3% | $3,689-87.0% | $2,551-81.2% |
| Participant deferral / active EE | $2,428 | $4,036-39.8% | $5,072-52.1% | $4,139-41.3% |
| Admin fee / account holder | $1,337 | $7,146-81.3% | $8,859-84.9% | $7,234-81.5% |