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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 | $45,278 | $42,546+6.4% | $71,796-36.9% | $55,167-17.9% |
| Participation rate | 61.2% | 59.1%+2.1pp | 69.1%-7.9pp | 69.0%-7.8pp |
| Annual return | 9.93% | 12.36%-2.4pp | 78.04%-68.1pp | 169.23%-159.3pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,259 | $2,064-39.0% | $2,794-54.9% | $3,054-58.8% |
| Admin fee / account holder | $5,133 | $650+690.1% | $4,815+6.6% | $504+918.6% |