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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 | $30,091 | $88,672-66.1% | $105,223-71.4% | $82,448-63.5% |
| Participation rate | 57.7% | 67.9%-10.2pp | 75.0%-17.4pp | 68.1%-10.4pp |
| Annual return | 21.26% | 30.86%-9.6pp | 180.65%-159.4pp | 41.64%-20.4pp |
| Employer contribution / active EE | $658 | $3,048-78.4% | $3,689-82.2% | $2,551-74.2% |
| Participant deferral / active EE | $3,386 | $4,036-16.1% | $5,072-33.2% | $4,139-18.2% |
| Admin fee / account holder | $979 | $7,146-86.3% | $8,859-89.0% | $7,234-86.5% |