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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 | $28,632 | $215,361-86.7% | $171,082-83.3% | $273,972-89.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 14.26% | 25.14%-10.9pp | 32.56%-18.3pp | 41.46%-27.2pp |
| Employer contribution / active EE | $285 | $4,967-94.3% | $4,002-92.9% | $4,869-94.1% |
| Participant deferral / active EE | $1,453 | $5,543-73.8% | $4,797-69.7% | $5,287-72.5% |
| Admin fee / account holder | $2,968 | $10,846-72.6% | $8,520-65.2% | $10,133-70.7% |