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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 | $102,997 | $89,259+15.4% | $107,187-3.9% | $82,637+24.6% |
| Participation rate | 40.0% | 67.9%-27.9pp | 75.0%-35.0pp | 68.1%-28.1pp |
| Annual return | 14.08% | 21.02%-6.9pp | 204.55%-190.5pp | 53.51%-39.4pp |
| Employer contribution / active EE | $453 | $3,080-85.3% | $3,782-88.0% | $2,552-82.3% |
| Participant deferral / active EE | $1,811 | $4,037-55.1% | $5,096-64.5% | $4,126-56.1% |
| Admin fee / account holder | $1,873 | $7,381-74.6% | $9,162-79.6% | $7,339-74.5% |