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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 | $12,451 | $112,729-89.0% | $98,716-87.4% | $137,256-90.9% |
| Participation rate | 68.2% | 74.2%-6.0pp | 69.3%-1.1pp | 80.0%-11.8pp |
| Annual return | 13.13% | 38.48%-25.4pp | 31.81%-18.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $328 | $2,725-88.0% | $2,279-85.6% | $4,156-92.1% |
| Participant deferral / active EE | $1,689 | $4,640-63.6% | $4,048-58.3% | $6,407-73.6% |
| Admin fee / account holder | $2,812 | $10,129-72.2% | $8,703-67.7% | $12,270-77.1% |