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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 | $93,553 | $89,259+4.8% | $107,187-12.7% | $82,637+13.2% |
| Participation rate | 40.9% | 67.9%-27.0pp | 75.0%-34.1pp | 68.1%-27.1pp |
| Annual return | 18.99% | 21.02%-2.0pp | 204.55%-185.6pp | 53.51%-34.5pp |
| Employer contribution / active EE | $798 | $3,080-74.1% | $3,782-78.9% | $2,552-68.7% |
| Participant deferral / active EE | $1,775 | $4,037-56.0% | $5,096-65.2% | $4,126-57.0% |
| Admin fee / account holder | $973 | $7,381-86.8% | $9,162-89.4% | $7,339-86.7% |