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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 | $24,893 | $72,269-65.6% | $101,271-75.4% | $79,852-68.8% |
| Participation rate | 65.9% | 68.5%-2.6pp | 75.8%-9.9pp | 69.6%-3.7pp |
| Annual return | 13.68% | 22.29%-8.6pp | 46.48%-32.8pp | 31.72%-18.0pp |
| Employer contribution / active EE | $449 | $2,692-83.3% | $3,660-87.7% | $2,471-81.8% |
| Participant deferral / active EE | $1,921 | $3,282-41.5% | $4,371-56.1% | $3,740-48.6% |
| Admin fee / account holder | $877 | $4,401-80.1% | $5,948-85.3% | $5,306-83.5% |