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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 | $18,609 | $77,962-76.1% | $178,540-89.6% | $80,935-77.0% |
| Participation rate | 65.0% | 65.7%-0.7pp | 77.1%-12.1pp | 67.7%-2.7pp |
| Annual return | 12.57% | 18.10%-5.5pp | 27.15%-14.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $278 | $2,280-87.8% | $3,953-93.0% | $2,757-89.9% |
| Participant deferral / active EE | $1,878 | $4,404-57.4% | $6,281-70.1% | $4,299-56.3% |
| Admin fee / account holder | $379 | $7,156-94.7% | $10,424-96.4% | $6,924-94.5% |