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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 | $75,541-68.7% | $152,093-84.5% | $82,637-71.4% |
| Participation rate | 21.6% | 66.5%-44.9pp | 77.8%-56.1pp | 68.1%-46.4pp |
| Annual return | 16.27% | 32.56%-16.3pp | 66.36%-50.1pp | 53.51%-37.2pp |
| Employer contribution / active EE | $103 | $2,622-96.1% | $4,175-97.5% | $2,552-96.0% |
| Participant deferral / active EE | $851 | $3,206-73.4% | $5,451-84.4% | $4,126-79.4% |
| Admin fee / account holder | $720 | $6,405-88.8% | $14,497-95.0% | $7,339-90.2% |