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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 | $90,646 | $54,541+66.2% | $78,778+15.1% | $70,126+29.3% |
| Participation rate | 32.3% | 60.8%-28.5pp | 69.2%-36.9pp | 69.5%-37.3pp |
| Annual return | 14.82% | 21.07%-6.3pp | 35.62%-20.8pp | 73.15%-58.3pp |
| Employer contribution / active EE | $110 | $1,089-89.8% | $1,986-94.4% | $2,343-95.3% |
| Participant deferral / active EE | $2,362 | $2,210+6.9% | $2,958-20.1% | $3,332-29.1% |
| Admin fee / account holder | $2,991 | $3,709-19.4% | $5,134-41.7% | $4,645-35.6% |