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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 | $94,245 | $76,407+23.3% | $150,298-37.3% | $82,448+14.3% |
| Participation rate | 16.9% | 66.4%-49.4pp | 77.8%-60.8pp | 68.1%-51.1pp |
| Annual return | 18.22% | 39.99%-21.8pp | 62.79%-44.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $279 | $2,614-89.3% | $4,154-93.3% | $2,551-89.0% |
| Participant deferral / active EE | $1,480 | $3,214-53.9% | $5,453-72.8% | $4,139-64.2% |
| Admin fee / account holder | $1,509 | $6,352-76.2% | $14,116-89.3% | $7,234-79.1% |