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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 | $35,466 | $102,422-65.4% | $147,117-75.9% | $80,959-56.2% |
| Participation rate | 61.4% | 75.9%-14.5pp | 82.2%-20.8pp | 67.7%-6.3pp |
| Annual return | 14.72% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $361 | $3,717-90.3% | $4,932-92.7% | $2,757-86.9% |
| Participant deferral / active EE | $2,850 | $6,652-57.2% | $8,065-64.7% | $4,300-33.7% |
| Admin fee / account holder | $17,281 | $7,953+117.3% | $12,993+33.0% | $6,925+149.5% |