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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 | $87,402 | $115,225-24.1% | $100,712-13.2% | $138,895-37.1% |
| Participation rate | 53.8% | 74.3%-20.5pp | 69.3%-15.4pp | 79.9%-26.1pp |
| Annual return | 11.08% | 40.35%-29.3pp | 33.27%-22.2pp | 145.39%-134.3pp |
| Employer contribution / active EE | $397 | $2,771-85.7% | $2,313-82.8% | $4,194-90.5% |
| Participant deferral / active EE | $2,914 | $4,699-38.0% | $4,085-28.7% | $6,396-54.4% |
| Admin fee / account holder | $2,385 | $10,844-78.0% | $9,256-74.2% | $12,562-81.0% |