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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 | $62,784 | $49,249+27.5% | $70,476-10.9% | $79,852-21.4% |
| Participation rate | 19.1% | 69.2%-50.0pp | 75.1%-55.9pp | 69.6%-50.5pp |
| Annual return | 9.38% | 30.09%-20.7pp | 109.12%-99.7pp | 31.72%-22.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,299 | $2,769-53.1% | $3,710-65.0% | $3,740-65.3% |
| Admin fee / account holder | $792 | $2,878-72.5% | $3,847-79.4% | $5,306-85.1% |