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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 | $9,177 | $108,882-91.6% | $96,754-90.5% | $154,746-94.1% |
| Participation rate | 58.8% | 75.1%-16.3pp | 70.3%-11.5pp | 80.7%-21.9pp |
| Annual return | 9.49% | 98.39%-88.9pp | 82.04%-72.6pp | 172.34%-162.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,730 | $5,323+7.7% | $4,758+20.4% | $6,730-14.9% |
| Admin fee / account holder | $8,273 | $10,200-18.9% | $8,905-7.1% | $14,365-42.4% |