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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 | $26,700 | $124,425-78.5% | $112,040-76.2% | $137,256-80.5% |
| Participation rate | 43.8% | 79.3%-35.6pp | 76.5%-32.7pp | 80.0%-36.2pp |
| Annual return | 22.88% | 24.72%-1.8pp | 24.52%-1.6pp | 220.34%-197.5pp |
| Employer contribution / active EE | $729 | $3,411-78.6% | $2,954-75.3% | $4,156-82.5% |
| Participant deferral / active EE | $3,662 | $5,718-36.0% | $5,098-28.2% | $6,407-42.8% |
| Admin fee / account holder | $782 | $15,207-94.9% | $12,098-93.5% | $12,270-93.6% |