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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 | $30,017 | $106,864-71.9% | $147,318-79.6% | $82,637-63.7% |
| Participation rate | 65.8% | 75.5%-9.7pp | 82.1%-16.3pp | 68.1%-2.3pp |
| Annual return | 19.68% | 27.49%-7.8pp | 70.43%-50.8pp | 53.51%-33.8pp |
| Employer contribution / active EE | $500 | $3,417-85.4% | $4,593-89.1% | $2,552-80.4% |
| Participant deferral / active EE | $5,639 | $6,496-13.2% | $7,906-28.7% | $4,126+36.7% |
| Admin fee / account holder | $1,340 | $8,415-84.1% | $13,708-90.2% | $7,339-81.7% |