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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 | $70,660 | $48,364+46.1% | $71,796-1.6% | $62,881+12.4% |
| Participation rate | 36.1% | 60.6%-24.5pp | 69.1%-33.0pp | 69.3%-33.2pp |
| Annual return | 9.86% | 13.16%-3.3pp | 78.04%-68.2pp | 20.14%-10.3pp |
| Employer contribution / active EE | $91 | $1,042-91.3% | $1,924-95.3% | $2,281-96.0% |
| Participant deferral / active EE | $1,695 | $2,091-18.9% | $2,794-39.3% | $3,203-47.1% |
| Admin fee / account holder | $349 | $3,771-90.7% | $4,815-92.7% | $4,296-91.9% |