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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 | $60,525 | $48,364+25.1% | $71,796-15.7% | $62,881-3.7% |
| Participation rate | 37.2% | 60.6%-23.4pp | 69.1%-31.9pp | 69.3%-32.1pp |
| Annual return | 8.67% | 13.16%-4.5pp | 78.04%-69.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,333 | $2,091-36.3% | $2,794-52.3% | $3,203-58.4% |
| Admin fee / account holder | $50,169 | $3,771+1230.3% | $4,815+941.9% | $4,296+1067.9% |