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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 | $30,203 | $106,588-71.7% | $94,215-67.9% | $155,188-80.5% |
| Participation rate | 66.7% | 74.3%-7.6pp | 70.0%-3.3pp | 80.8%-14.1pp |
| Annual return | 11.89% | 29.39%-17.5pp | 28.22%-16.3pp | 148.84%-137.0pp |
| Employer contribution / active EE | $355 | $3,080-88.5% | $2,675-86.7% | $4,248-91.6% |
| Participant deferral / active EE | $2,944 | $4,802-38.7% | $4,276-31.1% | $6,531-54.9% |
| Admin fee / account holder | $124,315 | $12,281+912.3% | $10,216+1116.9% | $14,480+758.5% |