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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 | $26,681 | $81,331-67.2% | $155,534-82.8% | $80,935-67.0% |
| Participation rate | 36.9% | 66.3%-29.3pp | 78.2%-41.3pp | 67.7%-30.8pp |
| Annual return | 13.18% | 33.37%-20.2pp | 64.92%-51.7pp | 35.66%-22.5pp |
| Employer contribution / active EE | $312 | $3,105-90.0% | $4,675-93.3% | $2,757-88.7% |
| Participant deferral / active EE | $1,227 | $3,454-64.5% | $5,630-78.2% | $4,299-71.5% |
| Admin fee / account holder | $1,097 | $7,999-86.3% | $15,900-93.1% | $6,924-84.2% |