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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 | $70,411 | $88,672-20.6% | $105,223-33.1% | $82,448-14.6% |
| Participation rate | 10.7% | 67.9%-57.2pp | 75.0%-64.3pp | 68.1%-57.4pp |
| Annual return | 14.01% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $664 | $3,048-78.2% | $3,689-82.0% | $2,551-74.0% |
| Participant deferral / active EE | $2,632 | $4,036-34.8% | $5,072-48.1% | $4,139-36.4% |
| Admin fee / account holder | $654 | $7,146-90.8% | $8,859-92.6% | $7,234-91.0% |