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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 | $9,660 | $114,013-91.5% | $103,693-90.7% | $155,188-93.8% |
| Participation rate | 41.2% | 75.2%-34.0pp | 72.6%-31.5pp | 80.8%-39.6pp |
| Annual return | 12.01% | 49.31%-37.3pp | 47.61%-35.6pp | 148.84%-136.8pp |
| Employer contribution / active EE | $85 | $3,131-97.3% | $2,920-97.1% | $4,248-98.0% |
| Participant deferral / active EE | $1,707 | $4,970-65.6% | $4,579-62.7% | $6,531-73.9% |
| Admin fee / account holder | $6,893 | $8,407-18.0% | $7,858-12.3% | $14,480-52.4% |