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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 | $31,715 | $107,421-70.5% | $182,262-82.6% | $94,015-66.3% |
| Participation rate | 65.4% | 77.8%-12.4pp | 84.2%-18.8pp | 70.8%-5.4pp |
| Annual return | 17.29% | 21.32%-4.0pp | 140.60%-123.3pp | 17.84%-0.6pp |
| Employer contribution / active EE | $344 | $3,448-90.0% | $5,046-93.2% | $2,790-87.7% |
| Participant deferral / active EE | $3,837 | $6,558-41.5% | $8,276-53.6% | $4,249-9.7% |
| Admin fee / account holder | $5,455 | $8,692-37.2% | $16,712-67.4% | $8,951-39.1% |