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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 | $25,796 | $45,082-42.8% | $69,464-62.9% | $72,975-64.7% |
| Participation rate | 37.5% | 68.5%-31.0pp | 74.6%-37.1pp | 69.5%-32.0pp |
| Annual return | 14.89% | 22.66%-7.8pp | 28.98%-14.1pp | 81.01%-66.1pp |
| Employer contribution / active EE | $320 | $2,055-84.4% | $2,779-88.5% | $2,440-86.9% |
| Participant deferral / active EE | $1,762 | $2,604-32.3% | $3,536-50.2% | $3,608-51.2% |
| Admin fee / account holder | $917 | $3,057-70.0% | $3,840-76.1% | $5,124-82.1% |