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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 | $28,700 | $75,541-62.0% | $152,093-81.1% | $82,637-65.3% |
| Participation rate | 28.6% | 66.5%-38.0pp | 77.8%-49.2pp | 68.1%-39.5pp |
| Annual return | 15.32% | 32.56%-17.2pp | 66.36%-51.0pp | 53.51%-38.2pp |
| Employer contribution / active EE | $321 | $2,622-87.8% | $4,175-92.3% | $2,552-87.4% |
| Participant deferral / active EE | $1,192 | $3,206-62.8% | $5,451-78.1% | $4,126-71.1% |
| Admin fee / account holder | $743 | $6,405-88.4% | $14,497-94.9% | $7,339-89.9% |