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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 | $95,571 | $106,864-10.6% | $147,318-35.1% | $82,637+15.7% |
| Participation rate | 25.9% | 75.5%-49.6pp | 82.1%-56.1pp | 68.1%-42.1pp |
| Annual return | 14.39% | 27.49%-13.1pp | 70.43%-56.0pp | 53.51%-39.1pp |
| Employer contribution / active EE | $557 | $3,417-83.7% | $4,593-87.9% | $2,552-78.2% |
| Participant deferral / active EE | $3,133 | $6,496-51.8% | $7,906-60.4% | $4,126-24.1% |
| Admin fee / account holder | $1,960 | $8,415-76.7% | $13,708-85.7% | $7,339-73.3% |