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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 | $17,705 | $111,535-84.1% | $105,223-83.2% | $137,256-87.1% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.0%-16.0pp | 80.0%-20.9pp |
| Annual return | 13.80% | 237.85%-224.1pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $590 | $3,939-85.0% | $3,689-84.0% | $4,156-85.8% |
| Participant deferral / active EE | $1,949 | $5,500-64.6% | $5,072-61.6% | $6,407-69.6% |
| Admin fee / account holder | $12,878 | $9,721+32.5% | $8,859+45.4% | $12,270+5.0% |