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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 | $72,459 | $68,681+5.5% | $86,615-16.3% | $85,847-15.6% |
| Participation rate | 46.9% | 66.4%-19.4pp | 71.6%-24.7pp | 69.3%-22.4pp |
| Annual return | 13.08% | 20.12%-7.0pp | 63.51%-50.4pp | 318.61%-305.5pp |
| Employer contribution / active EE | $209 | $1,880-88.9% | $2,496-91.6% | $2,565-91.9% |
| Participant deferral / active EE | $1,393 | $2,919-52.3% | $3,699-62.3% | $3,952-64.7% |
| Admin fee / account holder | $804 | $5,974-86.6% | $5,830-86.2% | $6,261-87.2% |