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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 | $30,569 | $72,273-57.7% | $101,275-69.8% | $79,856-61.7% |
| Participation rate | 67.7% | 68.5%-0.7pp | 75.8%-8.1pp | 69.6%-1.9pp |
| Annual return | 24.12% | 22.30%+1.8pp | 46.48%-22.4pp | 31.71%-7.6pp |
| Employer contribution / active EE | $545 | $2,691-79.8% | $3,660-85.1% | $2,471-78.0% |
| Participant deferral / active EE | $3,322 | $3,282+1.2% | $4,371-24.0% | $3,741-11.2% |
| Admin fee / account holder | $305 | $4,401-93.1% | $5,948-94.9% | $5,306-94.3% |