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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 | $32,376 | $76,371-57.6% | $93,621-65.4% | $72,975-55.6% |
| Participation rate | 66.7% | 71.8%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 22.63% | 25.82%-3.2pp | 32.76%-10.1pp | 81.01%-58.4pp |
| Employer contribution / active EE | $403 | $2,276-82.3% | $2,719-85.2% | $2,440-83.5% |
| Participant deferral / active EE | $1,907 | $3,538-46.1% | $4,070-53.1% | $3,608-47.2% |
| Admin fee / account holder | $435 | $6,839-93.6% | $7,890-94.5% | $5,124-91.5% |