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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 | $61,657 | $48,364+27.5% | $71,796-14.1% | $62,881-1.9% |
| Participation rate | 40.5% | 60.6%-20.1pp | 69.1%-28.6pp | 69.3%-28.8pp |
| Annual return | 8.01% | 13.16%-5.1pp | 78.04%-70.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $117 | $1,042-88.7% | $1,924-93.9% | $2,281-94.9% |
| Participant deferral / active EE | $2,586 | $2,091+23.6% | $2,794-7.5% | $3,203-19.3% |
| Admin fee / account holder | $731 | $3,771-80.6% | $4,815-84.8% | $4,296-83.0% |