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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 | $90,397 | $93,345-3.2% | $119,126-24.1% | $87,485+3.3% |
| Participation rate | 16.7% | 68.7%-52.1pp | 75.8%-59.1pp | 68.9%-52.3pp |
| Annual return | 17.39% | 19.08%-1.7pp | 282.11%-264.7pp | 26.06%-8.7pp |
| Employer contribution / active EE | $745 | $3,172-76.5% | $4,034-81.5% | $2,596-71.3% |
| Participant deferral / active EE | $1,970 | $4,099-51.9% | $5,318-63.0% | $4,274-53.9% |
| Admin fee / account holder | $799 | $8,039-90.1% | $10,693-92.5% | $7,775-89.7% |