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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 | $20,500 | $112,729-81.8% | $98,716-79.2% | $137,256-85.1% |
| Participation rate | 59.1% | 74.2%-15.1pp | 69.3%-10.2pp | 80.0%-20.9pp |
| Annual return | 11.53% | 38.48%-27.0pp | 31.81%-20.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $250 | $2,725-90.8% | $2,279-89.0% | $4,156-94.0% |
| Participant deferral / active EE | $3,561 | $4,640-23.3% | $4,048-12.0% | $6,407-44.4% |
| Admin fee / account holder | $4,593 | $10,129-54.7% | $8,703-47.2% | $12,270-62.6% |