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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 | $29,953 | $88,672-66.2% | $105,223-71.5% | $82,448-63.7% |
| Participation rate | 69.4% | 67.9%+1.5pp | 75.0%-5.6pp | 68.1%+1.4pp |
| Annual return | 17.11% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $367 | $3,048-88.0% | $3,689-90.1% | $2,551-85.6% |
| Participant deferral / active EE | $2,198 | $4,036-45.5% | $5,072-56.7% | $4,139-46.9% |
| Admin fee / account holder | $724 | $7,146-89.9% | $8,859-91.8% | $7,234-90.0% |