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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 | $25,676 | $58,493-56.1% | $84,021-69.4% | $72,975-64.8% |
| Participation rate | 47.2% | 61.2%-14.1pp | 69.0%-21.8pp | 69.5%-22.3pp |
| Annual return | 20.55% | 28.93%-8.4pp | 71.32%-50.8pp | 81.01%-60.5pp |
| Employer contribution / active EE | $219 | $1,163-81.2% | $1,984-89.0% | $2,440-91.0% |
| Participant deferral / active EE | $1,802 | $2,394-24.7% | $3,239-44.4% | $3,608-50.0% |
| Admin fee / account holder | $2,005 | $4,569-56.1% | $6,102-67.1% | $5,124-60.9% |