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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 | $81,078 | $37,446+116.5% | $77,552+4.5% | $79,856+1.5% |
| Participation rate | 18.8% | 41.5%-22.7pp | 54.2%-35.4pp | 69.6%-50.8pp |
| Annual return | 14.89% | 39.76%-24.9pp | 54.82%-39.9pp | 31.71%-16.8pp |
| Employer contribution / active EE | $97 | $637-84.8% | $987-90.2% | $2,471-96.1% |
| Participant deferral / active EE | $965 | $1,261-23.4% | $1,861-48.1% | $3,741-74.2% |
| Admin fee / account holder | $7,311 | $2,506+191.7% | $2,859+155.7% | $5,306+37.8% |