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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 | $32,166 | $103,393-68.9% | $87,103-63.1% | $152,909-79.0% |
| Participation rate | 68.2% | 79.4%-11.2pp | 76.9%-8.7pp | 82.5%-14.3pp |
| Annual return | 18.65% | 28.10%-9.5pp | 28.19%-9.5pp | 345.46%-326.8pp |
| Employer contribution / active EE | $491 | $3,221-84.7% | $2,521-80.5% | $4,764-89.7% |
| Participant deferral / active EE | $2,271 | $4,778-52.5% | $4,049-43.9% | $5,851-61.2% |
| Admin fee / account holder | $18,290 | $12,195+50.0% | $7,491+144.1% | $11,601+57.7% |