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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 | $30,982 | $88,672-65.1% | $105,223-70.6% | $82,448-62.4% |
| Participation rate | 66.1% | 67.9%-1.8pp | 75.0%-8.9pp | 68.1%-1.9pp |
| Annual return | 13.02% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $388 | $3,048-87.3% | $3,689-89.5% | $2,551-84.8% |
| Participant deferral / active EE | $2,869 | $4,036-28.9% | $5,072-43.4% | $4,139-30.7% |
| Admin fee / account holder | $1,197 | $7,146-83.3% | $8,859-86.5% | $7,234-83.5% |