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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 | $30,526 | $115,796-73.6% | $101,264-69.9% | $158,950-80.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 12.99% | 56.15%-43.2pp | 46.48%-33.5pp | 302.91%-289.9pp |
| Employer contribution / active EE | $353 | $4,175-91.5% | $3,660-90.3% | $4,762-92.6% |
| Participant deferral / active EE | $1,536 | $4,958-69.0% | $4,370-64.9% | $5,983-74.3% |
| Admin fee / account holder | $365 | $7,247-95.0% | $5,947-93.9% | $11,248-96.8% |