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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 | $73,787+21.0% | $98,716-9.6% | $82,448+8.3% |
| Participation rate | 38.2% | 61.4%-23.2pp | 69.3%-31.1pp | 68.1%-29.9pp |
| Annual return | 14.14% | 18.57%-4.4pp | 31.81%-17.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $216 | $1,511-85.7% | $2,279-90.5% | $2,551-91.5% |
| Participant deferral / active EE | $2,349 | $3,081-23.8% | $4,048-42.0% | $4,139-43.2% |
| Admin fee / account holder | $8,398 | $6,500+29.2% | $8,703-3.5% | $7,234+16.1% |