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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 | $14,130 | $84,953-83.4% | $163,379-91.4% | $82,637-82.9% |
| Participation rate | 59.3% | 65.9%-6.7pp | 76.8%-17.6pp | 68.1%-8.8pp |
| Annual return | 28.61% | 23.07%+5.5pp | 63.41%-34.8pp | 53.51%-24.9pp |
| Employer contribution / active EE | $99 | $2,183-95.4% | $3,752-97.4% | $2,552-96.1% |
| Participant deferral / active EE | $1,417 | $4,326-67.3% | $6,282-77.4% | $4,126-65.7% |
| Admin fee / account holder | $3,008 | $7,921-62.0% | $9,818-69.4% | $7,339-59.0% |