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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 | $36,377 | $106,864-66.0% | $147,318-75.3% | $82,637-56.0% |
| Participation rate | 66.7% | 75.5%-8.8pp | 82.1%-15.4pp | 68.1%-1.4pp |
| Annual return | 22.58% | 27.49%-4.9pp | 70.43%-47.9pp | 53.51%-30.9pp |
| Employer contribution / active EE | $71 | $3,417-97.9% | $4,593-98.4% | $2,552-97.2% |
| Participant deferral / active EE | $3,264 | $6,496-49.8% | $7,906-58.7% | $4,126-20.9% |
| Admin fee / account holder | $1,498 | $8,415-82.2% | $13,708-89.1% | $7,339-79.6% |