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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 | $65,999 | $71,230-7.3% | $93,727-29.6% | $80,959-18.5% |
| Participation rate | 37.2% | 60.4%-23.2pp | 68.7%-31.5pp | 67.7%-30.5pp |
| Annual return | 14.22% | 11.26%+3.0pp | 133.83%-119.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $280 | $1,565-82.1% | $2,421-88.5% | $2,757-89.9% |
| Participant deferral / active EE | $1,708 | $4,037-57.7% | $4,417-61.3% | $4,300-60.3% |
| Admin fee / account holder | $1,637 | $6,961-76.5% | $8,292-80.3% | $6,925-76.4% |