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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 | $27,117 | $124,980-78.3% | $108,359-75.0% | $154,746-82.5% |
| Participation rate | 65.0% | 75.2%-10.2pp | 70.1%-5.1pp | 80.7%-15.7pp |
| Annual return | 9.66% | 45.00%-35.3pp | 36.89%-27.2pp | 172.34%-162.7pp |
| Employer contribution / active EE | $416 | $2,851-85.4% | $2,399-82.7% | $4,379-90.5% |
| Participant deferral / active EE | $3,060 | $4,743-35.5% | $4,137-26.0% | $6,730-54.5% |
| Admin fee / account holder | $8,773 | $11,502-23.7% | $9,741-9.9% | $14,365-38.9% |