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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 | $20,959 | $58,493-64.2% | $84,021-75.1% | $72,975-71.3% |
| Participation rate | 60.6% | 61.2%-0.7pp | 69.0%-8.5pp | 69.5%-8.9pp |
| Annual return | 27.35% | 28.93%-1.6pp | 71.32%-44.0pp | 81.01%-53.7pp |
| Employer contribution / active EE | $18 | $1,163-98.4% | $1,984-99.1% | $2,440-99.2% |
| Participant deferral / active EE | $3,734 | $2,394+56.0% | $3,239+15.3% | $3,608+3.5% |
| Admin fee / account holder | $564 | $4,569-87.7% | $6,102-90.8% | $5,124-89.0% |