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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 | $123,155-89.9% | $108,753-88.6% | $155,188-92.0% |
| Participation rate | 68.2% | 75.6%-7.4pp | 71.1%-2.9pp | 80.8%-12.6pp |
| Annual return | 13.13% | 44.73%-31.6pp | 37.47%-24.3pp | 148.84%-135.7pp |
| Employer contribution / active EE | $328 | $2,811-88.3% | $2,427-86.5% | $4,248-92.3% |
| Participant deferral / active EE | $1,689 | $4,623-63.5% | $4,115-59.0% | $6,531-74.1% |
| Admin fee / account holder | $2,812 | $12,126-76.8% | $10,320-72.8% | $14,480-80.6% |