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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 | $39,979 | $88,672-54.9% | $105,223-62.0% | $82,448-51.5% |
| Participation rate | 59.2% | 67.9%-8.7pp | 75.0%-15.8pp | 68.1%-8.9pp |
| Annual return | 14.49% | 30.86%-16.4pp | 180.65%-166.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $652 | $3,048-78.6% | $3,689-82.3% | $2,551-74.4% |
| Participant deferral / active EE | $2,305 | $4,036-42.9% | $5,072-54.6% | $4,139-44.3% |
| Admin fee / account holder | $961 | $7,146-86.5% | $8,859-89.1% | $7,234-86.7% |