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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 | $22,649 | $81,331-72.2% | $155,534-85.4% | $80,935-72.0% |
| Participation rate | 42.9% | 66.3%-23.4pp | 78.2%-35.4pp | 67.7%-24.8pp |
| Annual return | 11.82% | 33.37%-21.5pp | 64.92%-53.1pp | 35.66%-23.8pp |
| Employer contribution / active EE | $213 | $3,105-93.1% | $4,675-95.4% | $2,757-92.3% |
| Participant deferral / active EE | $1,852 | $3,454-46.4% | $5,630-67.1% | $4,299-56.9% |
| Admin fee / account holder | $4,163 | $7,999-48.0% | $15,900-73.8% | $6,924-39.9% |