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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 | $21,217 | $126,661-83.2% | $113,397-81.3% | $138,895-84.7% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.5%-14.0pp | 79.9%-17.4pp |
| Annual return | 13.26% | 25.05%-11.8pp | 23.20%-9.9pp | 145.39%-132.1pp |
| Employer contribution / active EE | $836 | $3,456-75.8% | $2,977-71.9% | $4,194-80.1% |
| Participant deferral / active EE | $2,807 | $5,693-50.7% | $5,076-44.7% | $6,396-56.1% |
| Admin fee / account holder | $5,281 | $14,549-63.7% | $11,957-55.8% | $12,562-58.0% |