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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 | $62,279 | $93,346-33.3% | $71,796-13.3% | $273,972-77.3% |
| Participation rate | 30.0% | 76.5%-46.5pp | 69.1%-39.1pp | 83.0%-53.0pp |
| Annual return | 6.16% | 130.39%-124.2pp | 78.04%-71.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $242 | $2,733-91.2% | $1,924-87.4% | $4,869-95.0% |
| Participant deferral / active EE | $1,098 | $3,475-68.4% | $2,794-60.7% | $5,287-79.2% |
| Admin fee / account holder | $6,305 | $6,571-4.0% | $4,815+31.0% | $10,133-37.8% |