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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 | $23,102 | $108,882-78.8% | $96,754-76.1% | $154,746-85.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 20.27% | 98.39%-78.1pp | 82.04%-61.8pp | 172.34%-152.1pp |
| Employer contribution / active EE | $85 | $3,018-97.2% | $2,679-96.8% | $4,379-98.1% |
| Participant deferral / active EE | $8,132 | $5,323+52.8% | $4,758+70.9% | $6,730+20.8% |
| Admin fee / account holder | $346 | $10,200-96.6% | $8,905-96.1% | $14,365-97.6% |