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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 | $89,473 | $115,225-22.3% | $100,712-11.2% | $138,895-35.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 13.22% | 40.35%-27.1pp | 33.27%-20.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $160 | $2,771-94.2% | $2,313-93.1% | $4,194-96.2% |
| Participant deferral / active EE | $1,862 | $4,699-60.4% | $4,085-54.4% | $6,396-70.9% |
| Admin fee / account holder | $26,064 | $10,844+140.4% | $9,256+181.6% | $12,562+107.5% |