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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 | $56,424 | $48,364+16.7% | $71,796-21.4% | $62,881-10.3% |
| Participation rate | 60.7% | 60.6%+0.1pp | 69.1%-8.4pp | 69.3%-8.6pp |
| Annual return | 9.49% | 13.16%-3.7pp | 78.04%-68.6pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,265 | $2,091-39.5% | $2,794-54.7% | $3,203-60.5% |
| Admin fee / account holder | $1,080 | $3,771-71.4% | $4,815-77.6% | $4,296-74.9% |