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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 | $32,291 | $126,661-74.5% | $113,397-71.5% | $138,895-76.8% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.5%-15.0pp | 79.9%-18.4pp |
| Annual return | 12.60% | 25.05%-12.5pp | 23.20%-10.6pp | 145.39%-132.8pp |
| Employer contribution / active EE | $374 | $3,456-89.2% | $2,977-87.4% | $4,194-91.1% |
| Participant deferral / active EE | $3,130 | $5,693-45.0% | $5,076-38.3% | $6,396-51.1% |
| Admin fee / account holder | $20,603 | $14,549+41.6% | $11,957+72.3% | $12,562+64.0% |