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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 | $27,120 | $124,425-78.2% | $112,040-75.8% | $137,256-80.2% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 11.88% | 24.72%-12.8pp | 24.52%-12.6pp | 220.34%-208.5pp |
| Employer contribution / active EE | $742 | $3,411-78.3% | $2,954-74.9% | $4,156-82.1% |
| Participant deferral / active EE | $2,262 | $5,718-60.5% | $5,098-55.6% | $6,407-64.7% |
| Admin fee / account holder | $1,148 | $15,207-92.5% | $12,098-90.5% | $12,270-90.6% |