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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 | $83,798 | $54,541+53.6% | $78,778+6.4% | $70,131+19.5% |
| Participation rate | 36.2% | 60.8%-24.6pp | 69.2%-33.0pp | 69.5%-33.3pp |
| Annual return | 16.35% | 21.07%-4.7pp | 35.62%-19.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $153 | $1,089-85.9% | $1,986-92.3% | $2,342-93.5% |
| Participant deferral / active EE | $1,377 | $2,210-37.7% | $2,958-53.5% | $3,332-58.7% |
| Admin fee / account holder | $450 | $3,709-87.9% | $5,134-91.2% | $4,645-90.3% |