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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 | $21,859 | $107,733-79.7% | $92,985-76.5% | $154,746-85.9% |
| Participation rate | 66.7% | 74.6%-7.9pp | 69.5%-2.8pp | 80.7%-14.0pp |
| Annual return | 12.53% | 30.39%-17.9pp | 27.99%-15.5pp | 172.34%-159.8pp |
| Employer contribution / active EE | $251 | $3,126-92.0% | $2,662-90.6% | $4,379-94.3% |
| Participant deferral / active EE | $2,214 | $5,053-56.2% | $4,377-49.4% | $6,730-67.1% |
| Admin fee / account holder | $2,314 | $11,369-79.6% | $9,463-75.5% | $14,365-83.9% |