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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 | $57,209 | $48,364+18.3% | $71,796-20.3% | $62,881-9.0% |
| Participation rate | 38.3% | 60.6%-22.3pp | 69.1%-30.8pp | 69.3%-31.0pp |
| Annual return | 7.56% | 13.16%-5.6pp | 78.04%-70.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $40 | $1,042-96.2% | $1,924-97.9% | $2,281-98.2% |
| Participant deferral / active EE | $1,593 | $2,091-23.8% | $2,794-43.0% | $3,203-50.3% |
| Admin fee / account holder | $938 | $3,771-75.1% | $4,815-80.5% | $4,296-78.2% |