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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 | $95,857 | $88,672+8.1% | $105,223-8.9% | $82,448+16.3% |
| Participation rate | 56.2% | 67.9%-11.8pp | 75.0%-18.9pp | 68.1%-11.9pp |
| Annual return | 19.73% | 30.86%-11.1pp | 180.65%-160.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $572 | $3,048-81.2% | $3,689-84.5% | $2,551-77.6% |
| Participant deferral / active EE | $3,203 | $4,036-20.6% | $5,072-36.8% | $4,139-22.6% |
| Admin fee / account holder | $1,216 | $7,146-83.0% | $8,859-86.3% | $7,234-83.2% |