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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 | $41,540 | $88,672-53.2% | $105,223-60.5% | $82,448-49.6% |
| Participation rate | 65.6% | 67.9%-2.3pp | 75.0%-9.4pp | 68.1%-2.4pp |
| Annual return | 13.63% | 30.86%-17.2pp | 180.65%-167.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $745 | $3,048-75.6% | $3,689-79.8% | $2,551-70.8% |
| Participant deferral / active EE | $1,861 | $4,036-53.9% | $5,072-63.3% | $4,139-55.0% |
| Admin fee / account holder | $1,610 | $7,146-77.5% | $8,859-81.8% | $7,234-77.7% |