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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 | $27,845 | $75,541-63.1% | $152,093-81.7% | $82,637-66.3% |
| Participation rate | 20.3% | 66.5%-46.2pp | 77.8%-57.5pp | 68.1%-47.7pp |
| Annual return | 18.32% | 32.56%-14.2pp | 66.36%-48.0pp | 53.51%-35.2pp |
| Employer contribution / active EE | $86 | $2,622-96.7% | $4,175-97.9% | $2,552-96.6% |
| Participant deferral / active EE | $1,049 | $3,206-67.3% | $5,451-80.7% | $4,126-74.6% |
| Admin fee / account holder | $789 | $6,405-87.7% | $14,497-94.6% | $7,339-89.2% |