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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 | $19,925 | $110,379-81.9% | $102,412-80.5% | $145,884-86.3% |
| Participation rate | 27.8% | 77.9%-50.2pp | 74.5%-46.7pp | 80.3%-52.5pp |
| Annual return | 31.23% | 24.84%+6.4pp | 24.94%+6.3pp | 551.85%-520.6pp |
| Employer contribution / active EE | $501 | $4,216-88.1% | $3,870-87.1% | $4,662-89.3% |
| Participant deferral / active EE | $3,284 | $5,622-41.6% | $5,060-35.1% | $6,690-50.9% |
| Admin fee / account holder | $1,197 | $9,745-87.7% | $8,388-85.7% | $13,392-91.1% |