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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 | $95,404-63.2% | $113,397-69.0% | $82,637-57.5% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 17.44% | 19.08%-1.6pp | 23.20%-5.8pp | 53.51%-36.1pp |
| Employer contribution / active EE | $80 | $2,307-96.5% | $2,977-97.3% | $2,552-96.9% |
| Participant deferral / active EE | $2,172 | $4,220-48.5% | $5,076-57.2% | $4,126-47.4% |
| Admin fee / account holder | $520 | $9,168-94.3% | $11,957-95.6% | $7,339-92.9% |