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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 | $90,329 | $65,034+38.9% | $90,970-0.7% | $79,856+13.1% |
| Participation rate | 38.2% | 61.6%-23.4pp | 69.0%-30.8pp | 69.6%-31.4pp |
| Annual return | 28.59% | 30.45%-1.9pp | 134.60%-106.0pp | 31.71%-3.1pp |
| Employer contribution / active EE | $216 | $1,247-82.7% | $2,122-89.8% | $2,471-91.3% |
| Participant deferral / active EE | $1,364 | $2,512-45.7% | $3,373-59.6% | $3,741-63.5% |
| Admin fee / account holder | $5,137 | $4,536+13.3% | $5,961-13.8% | $5,306-3.2% |