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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 | $85,112 | $65,364+30.2% | $92,909-8.4% | $72,975+16.6% |
| Participation rate | 35.7% | 68.3%-32.6pp | 76.0%-40.3pp | 69.5%-33.8pp |
| Annual return | 22.18% | 42.11%-19.9pp | 109.44%-87.3pp | 81.01%-58.8pp |
| Employer contribution / active EE | $182 | $2,594-93.0% | $3,653-95.0% | $2,440-92.6% |
| Participant deferral / active EE | $2,724 | $3,128-12.9% | $4,238-35.7% | $3,608-24.5% |
| Admin fee / account holder | $372 | $4,251-91.3% | $5,795-93.6% | $5,124-92.7% |