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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 | $35,395 | $62,592-43.5% | $85,709-58.7% | $85,847-58.8% |
| Participation rate | 67.6% | 61.1%+6.4pp | 69.9%-2.3pp | 69.3%-1.8pp |
| Annual return | 11.60% | 23.77%-12.2pp | 21.49%-9.9pp | 318.61%-307.0pp |
| Employer contribution / active EE | $214 | $1,755-87.8% | $2,619-91.8% | $2,565-91.7% |
| Participant deferral / active EE | $1,342 | $2,802-52.1% | $3,924-65.8% | $3,952-66.0% |
| Admin fee / account holder | $2,835 | $4,643-38.9% | $6,876-58.8% | $6,261-54.7% |