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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 | $64,668 | $48,364+33.7% | $71,796-9.9% | $62,881+2.8% |
| Participation rate | 41.2% | 60.6%-19.4pp | 69.1%-27.9pp | 69.3%-28.1pp |
| Annual return | 6.09% | 13.16%-7.1pp | 78.04%-71.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $101 | $1,042-90.3% | $1,924-94.8% | $2,281-95.6% |
| Participant deferral / active EE | $1,009 | $2,091-51.8% | $2,794-63.9% | $3,203-68.5% |
| Admin fee / account holder | $654 | $3,771-82.7% | $4,815-86.4% | $4,296-84.8% |