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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 | $89,284 | $76,834+16.2% | $108,359-17.6% | $87,485+2.1% |
| Participation rate | 38.2% | 61.7%-23.5pp | 70.1%-31.9pp | 68.9%-30.7pp |
| Annual return | 14.14% | 19.09%-5.0pp | 36.89%-22.8pp | 26.06%-11.9pp |
| Employer contribution / active EE | $216 | $1,556-86.1% | $2,399-91.0% | $2,596-91.7% |
| Participant deferral / active EE | $2,349 | $3,100-24.2% | $4,137-43.2% | $4,274-45.0% |
| Admin fee / account holder | $8,398 | $6,537+28.5% | $9,741-13.8% | $7,775+8.0% |