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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 | $20,080 | $84,236-76.2% | $170,435-88.2% | $70,126-71.4% |
| Participation rate | 65.4% | 70.8%-5.4pp | 83.6%-18.2pp | 69.5%-4.2pp |
| Annual return | 15.04% | 23.06%-8.0pp | 205.94%-190.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $262 | $3,387-92.3% | $5,432-95.2% | $2,343-88.8% |
| Participant deferral / active EE | $1,491 | $3,086-51.7% | $4,939-69.8% | $3,332-55.3% |
| Admin fee / account holder | $1,241 | $5,698-78.2% | $13,881-91.1% | $4,645-73.3% |