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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 | $16,317 | $81,358-79.9% | $155,556-89.5% | $80,959-79.8% |
| Participation rate | 66.1% | 66.3%-0.2pp | 78.2%-12.1pp | 67.7%-1.6pp |
| Annual return | 14.84% | 33.39%-18.5pp | 64.84%-50.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $356 | $3,106-88.5% | $4,675-92.4% | $2,757-87.1% |
| Participant deferral / active EE | $1,582 | $3,455-54.2% | $5,631-71.9% | $4,300-63.2% |
| Admin fee / account holder | $3,553 | $7,994-55.6% | $15,885-77.6% | $6,925-48.7% |