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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 | $74,844 | $67,602+10.7% | $82,312-9.1% | $70,126+6.7% |
| Participation rate | 41.4% | 72.8%-31.3pp | 76.9%-35.5pp | 69.5%-28.1pp |
| Annual return | 17.06% | 21.57%-4.5pp | 25.88%-8.8pp | 73.15%-56.1pp |
| Employer contribution / active EE | $294 | $1,755-83.2% | $2,428-87.9% | $2,343-87.4% |
| Participant deferral / active EE | $1,625 | $2,987-45.6% | $3,706-56.2% | $3,332-51.2% |
| Admin fee / account holder | $1,194 | $4,512-73.5% | $5,608-78.7% | $4,645-74.3% |