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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 | $88,672+1.9% | $105,223-14.1% | $82,448+9.6% |
| Participation rate | 16.7% | 67.9%-51.3pp | 75.0%-58.4pp | 68.1%-51.4pp |
| Annual return | 17.39% | 30.86%-13.5pp | 180.65%-163.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $745 | $3,048-75.6% | $3,689-79.8% | $2,551-70.8% |
| Participant deferral / active EE | $1,970 | $4,036-51.2% | $5,072-61.2% | $4,139-52.4% |
| Admin fee / account holder | $799 | $7,146-88.8% | $8,859-91.0% | $7,234-89.0% |