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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 | $14,236 | $106,247-86.6% | $96,515-85.3% | $139,466-89.8% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 16.73% | 38.47%-21.7pp | 35.73%-19.0pp | 373.66%-356.9pp |
| Employer contribution / active EE | $220 | $4,106-94.6% | $3,740-94.1% | $4,754-95.4% |
| Participant deferral / active EE | $1,908 | $5,456-65.0% | $4,880-60.9% | $6,712-71.6% |
| Admin fee / account holder | $1,926 | $7,885-75.6% | $6,735-71.4% | $11,409-83.1% |