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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 | $96,857 | $87,878+10.2% | $97,411-0.6% | $82,637+17.2% |
| Participation rate | 55.6% | 75.6%-20.0pp | 80.4%-24.8pp | 68.1%-12.5pp |
| Annual return | 18.14% | 54.63%-36.5pp | 34.72%-16.6pp | 53.51%-35.4pp |
| Employer contribution / active EE | $550 | $3,800-85.5% | $4,210-86.9% | $2,552-78.5% |
| Participant deferral / active EE | $2,036 | $5,525-63.2% | $5,886-65.4% | $4,126-50.7% |
| Admin fee / account holder | $1,185 | $6,743-82.4% | $7,145-83.4% | $7,339-83.8% |