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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 | $36,356 | $73,978-50.9% | $96,515-62.3% | $75,173-51.6% |
| Participation rate | 15.6% | 66.4%-50.8pp | 74.3%-58.7pp | 67.2%-51.6pp |
| Annual return | 29.15% | 26.72%+2.4pp | 35.73%-6.6pp | 160.72%-131.6pp |
| Employer contribution / active EE | $656 | $2,931-77.6% | $3,740-82.5% | $2,671-75.4% |
| Participant deferral / active EE | $1,868 | $3,660-49.0% | $4,880-61.7% | $4,126-54.7% |
| Admin fee / account holder | $533 | $5,219-89.8% | $6,735-92.1% | $5,651-90.6% |