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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 | $14,190 | $77,638-81.7% | $156,551-90.9% | $62,881-77.4% |
| Participation rate | 32.1% | 71.2%-39.1pp | 84.0%-51.9pp | 69.3%-37.2pp |
| Annual return | 14.60% | 50.33%-35.7pp | 32.23%-17.6pp | 20.14%-5.5pp |
| Employer contribution / active EE | $300 | $3,444-91.3% | $5,501-94.5% | $2,281-86.8% |
| Participant deferral / active EE | $825 | $3,046-72.9% | $4,871-83.1% | $3,203-74.2% |
| Admin fee / account holder | $2,605 | $5,561-53.2% | $13,028-80.0% | $4,296-39.4% |