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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 | $30,044 | $87,166-65.5% | $76,735-60.8% | $137,256-78.1% |
| Participation rate | 23.5% | 74.4%-50.8pp | 69.5%-46.0pp | 80.0%-56.4pp |
| Annual return | 20.41% | 26.50%-6.1pp | 29.77%-9.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $261 | $2,904-91.0% | $2,454-89.4% | $4,156-93.7% |
| Participant deferral / active EE | $1,332 | $4,726-71.8% | $4,088-67.4% | $6,407-79.2% |
| Admin fee / account holder | $2,964 | $8,403-64.7% | $7,189-58.8% | $12,270-75.8% |