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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 | $23,607 | $76,407-69.1% | $150,298-84.3% | $82,448-71.4% |
| Participation rate | 21.6% | 66.4%-44.7pp | 77.8%-56.1pp | 68.1%-46.4pp |
| Annual return | 16.27% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $103 | $2,614-96.1% | $4,154-97.5% | $2,551-96.0% |
| Participant deferral / active EE | $851 | $3,214-73.5% | $5,453-84.4% | $4,139-79.4% |
| Admin fee / account holder | $720 | $6,352-88.7% | $14,116-94.9% | $7,234-90.0% |