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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 | $26,112 | $92,766-71.9% | $82,763-68.5% | $134,545-80.6% |
| Participation rate | 63.2% | 75.2%-12.0pp | 72.6%-9.4pp | 81.2%-18.1pp |
| Annual return | 1.70% | 946.97%-945.3pp | 702.45%-700.8pp | 418.37%-416.7pp |
| Employer contribution / active EE | $282 | $3,273-91.4% | $3,008-90.6% | $4,742-94.1% |
| Participant deferral / active EE | $3,828 | $4,802-20.3% | $4,395-12.9% | $6,401-40.2% |
| Admin fee / account holder | $2,710 | $5,978-54.7% | $5,325-49.1% | $11,431-76.3% |