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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 | $108,177 | $57,119+89.4% | $85,187+27.0% | $80,935+33.7% |
| Participation rate | 7.7% | 56.4%-48.7pp | 67.5%-59.8pp | 67.7%-60.0pp |
| Annual return | 15.27% | 21.70%-6.4pp | 66.67%-51.4pp | 35.66%-20.4pp |
| Employer contribution / active EE | $87 | $1,802-95.2% | $2,732-96.8% | $2,757-96.9% |
| Participant deferral / active EE | $1,288 | $3,115-58.7% | $4,525-71.5% | $4,299-70.1% |
| Admin fee / account holder | $417 | $4,990-91.6% | $6,162-93.2% | $6,924-94.0% |