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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 | $103,452 | $94,031+10.0% | $115,768-10.6% | $82,448+25.5% |
| Participation rate | 42.9% | 70.4%-27.6pp | 74.4%-31.5pp | 68.1%-25.2pp |
| Annual return | 15.46% | 20.61%-5.1pp | 100.46%-85.0pp | 41.64%-26.2pp |
| Employer contribution / active EE | $450 | $2,323-80.6% | $2,940-84.7% | $2,551-82.4% |
| Participant deferral / active EE | $2,881 | $3,972-27.5% | $4,917-41.4% | $4,139-30.4% |
| Admin fee / account holder | $1,556 | $10,249-84.8% | $12,439-87.5% | $7,234-78.5% |