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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 | $35,152 | $95,453-63.2% | $112,040-68.6% | $82,448-57.4% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 17.44% | 23.92%-6.5pp | 24.52%-7.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $80 | $2,318-96.6% | $2,954-97.3% | $2,551-96.9% |
| Participant deferral / active EE | $2,172 | $4,224-48.6% | $5,098-57.4% | $4,139-47.5% |
| Admin fee / account holder | $520 | $9,013-94.2% | $12,098-95.7% | $7,234-92.8% |