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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 | $57,107 | $93,346-38.8% | $71,796-20.5% | $273,972-79.2% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 83.0%-43.0pp |
| Annual return | 8.40% | 130.39%-122.0pp | 78.04%-69.6pp | 41.46%-33.1pp |
| Employer contribution / active EE | $169 | $2,733-93.8% | $1,924-91.2% | $4,869-96.5% |
| Participant deferral / active EE | $1,192 | $3,475-65.7% | $2,794-57.3% | $5,287-77.5% |
| Admin fee / account holder | $1,752 | $6,571-73.3% | $4,815-63.6% | $10,133-82.7% |