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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 | $20,652 | $110,379-81.3% | $102,412-79.8% | $145,884-85.8% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 10.80% | 24.84%-14.0pp | 24.94%-14.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $838 | $4,216-80.1% | $3,870-78.4% | $4,662-82.0% |
| Participant deferral / active EE | $1,634 | $5,622-70.9% | $5,060-67.7% | $6,690-75.6% |
| Admin fee / account holder | $8,308 | $9,745-14.7% | $8,388-1.0% | $13,392-38.0% |