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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 | $21,159 | $62,672-66.2% | $185,117-88.6% | $70,124-69.8% |
| Participation rate | 55.6% | 63.8%-8.2pp | 77.3%-21.7pp | 69.5%-14.0pp |
| Annual return | 21.81% | 40.79%-19.0pp | 40.50%-18.7pp | 73.14%-51.3pp |
| Employer contribution / active EE | $243 | $1,753-86.1% | $4,182-94.2% | $2,342-89.6% |
| Participant deferral / active EE | $3,278 | $3,272+0.2% | $5,045-35.0% | $3,332-1.6% |
| Admin fee / account holder | $3,144 | $3,932-20.0% | $8,159-61.5% | $4,645-32.3% |