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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 | $32,117 | $124,425-74.2% | $112,040-71.3% | $137,256-76.6% |
| Participation rate | 65.2% | 79.3%-14.1pp | 76.5%-11.3pp | 80.0%-14.7pp |
| Annual return | 16.87% | 24.72%-7.8pp | 24.52%-7.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $272 | $3,411-92.0% | $2,954-90.8% | $4,156-93.5% |
| Participant deferral / active EE | $2,831 | $5,718-50.5% | $5,098-44.5% | $6,407-55.8% |
| Admin fee / account holder | $3,409 | $15,207-77.6% | $12,098-71.8% | $12,270-72.2% |