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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 | $95,258 | $88,672+7.4% | $105,223-9.5% | $82,448+15.5% |
| Participation rate | 42.3% | 67.9%-25.6pp | 75.0%-32.7pp | 68.1%-25.8pp |
| Annual return | 16.16% | 30.86%-14.7pp | 180.65%-164.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $222 | $3,048-92.7% | $3,689-94.0% | $2,551-91.3% |
| Participant deferral / active EE | $2,650 | $4,036-34.3% | $5,072-47.8% | $4,139-36.0% |
| Admin fee / account holder | $5,579 | $7,146-21.9% | $8,859-37.0% | $7,234-22.9% |