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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 | $31,126 | $61,391-49.3% | $149,723-79.2% | $71,529-56.5% |
| Participation rate | 21.4% | 62.5%-41.1pp | 78.8%-57.4pp | 67.9%-46.5pp |
| Annual return | 15.32% | 35.88%-20.6pp | 134.50%-119.2pp | 28.97%-13.7pp |
| Employer contribution / active EE | $143 | $2,384-94.0% | $4,821-97.0% | $2,590-94.5% |
| Participant deferral / active EE | $1,013 | $2,921-65.3% | $5,682-82.2% | $4,291-76.4% |
| Admin fee / account holder | $3,327 | $1,264+163.2% | $13,215-74.8% | $1,588+109.5% |