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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 | $41,856 | $123,793-66.2% | $177,827-76.5% | $79,858-47.6% |
| Participation rate | 66.7% | 84.7%-18.0pp | 87.7%-21.1pp | 69.6%-3.0pp |
| Annual return | 18.93% | 22.82%-3.9pp | 48.32%-29.4pp | 31.72%-12.8pp |
| Employer contribution / active EE | $907 | $4,095-77.8% | $5,918-84.7% | $2,471-63.3% |
| Participant deferral / active EE | $3,280 | $5,956-44.9% | $7,713-57.5% | $3,740-12.3% |
| Admin fee / account holder | $320 | $7,243-95.6% | $12,429-97.4% | $5,306-94.0% |