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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 | $96,728 | $74,535+29.8% | $100,712-4.0% | $82,637+17.1% |
| Participation rate | 45.5% | 61.2%-15.7pp | 69.3%-23.8pp | 68.1%-22.6pp |
| Annual return | 14.45% | 18.92%-4.5pp | 33.27%-18.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $220 | $1,503-85.4% | $2,313-90.5% | $2,552-91.4% |
| Participant deferral / active EE | $1,580 | $3,074-48.6% | $4,085-61.3% | $4,126-61.7% |
| Admin fee / account holder | $3,274 | $6,576-50.2% | $9,256-64.6% | $7,339-55.4% |