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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 | $40,584 | $118,680-65.8% | $98,910-59.0% | $158,931-74.5% |
| Participation rate | 60.0% | 77.8%-17.8pp | 76.0%-16.0pp | 82.0%-22.0pp |
| Annual return | 5.96% | 372.35%-366.4pp | 196.44%-190.5pp | 302.86%-296.9pp |
| Employer contribution / active EE | $397 | $3,333-88.1% | $2,689-85.2% | $4,761-91.7% |
| Participant deferral / active EE | $1,589 | $5,088-68.8% | $4,244-62.6% | $5,982-73.4% |
| Admin fee / account holder | $632 | $10,131-93.8% | $6,642-90.5% | $11,247-94.4% |