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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 | $30,844 | $87,733-64.8% | $106,551-71.1% | $85,856-64.1% |
| Participation rate | 65.3% | 71.9%-6.6pp | 76.1%-10.8pp | 69.3%-4.0pp |
| Annual return | 16.81% | 21.86%-5.0pp | 26.80%-10.0pp | 318.58%-301.8pp |
| Employer contribution / active EE | $335 | $2,073-83.9% | $2,819-88.1% | $2,565-87.0% |
| Participant deferral / active EE | $2,231 | $3,469-35.7% | $4,398-49.3% | $3,952-43.6% |
| Admin fee / account holder | $338 | $6,767-95.0% | $7,408-95.4% | $6,261-94.6% |