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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 | $92,391 | $136,860-32.5% | $120,344-23.2% | $154,746-40.3% |
| Participation rate | 59.1% | 79.9%-20.8pp | 76.7%-17.6pp | 80.7%-21.6pp |
| Annual return | 12.05% | 21.38%-9.3pp | 20.30%-8.3pp | 172.34%-160.3pp |
| Employer contribution / active EE | $537 | $3,533-84.8% | $3,020-82.2% | $4,379-87.7% |
| Participant deferral / active EE | $2,200 | $5,793-62.0% | $5,135-57.1% | $6,730-67.3% |
| Admin fee / account holder | $69,784 | $15,393+353.4% | $12,742+447.7% | $14,365+385.8% |