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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 | $21,565 | $106,280-79.7% | $96,538-77.7% | $139,487-84.5% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.3%-44.3pp | 80.3%-50.3pp |
| Annual return | 14.74% | 38.48%-23.7pp | 35.74%-21.0pp | 373.84%-359.1pp |
| Employer contribution / active EE | $576 | $4,107-86.0% | $3,740-84.6% | $4,755-87.9% |
| Participant deferral / active EE | $2,558 | $5,457-53.1% | $4,880-47.6% | $6,713-61.9% |
| Admin fee / account holder | $7,650 | $7,888-3.0% | $6,737+13.6% | $11,407-32.9% |