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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 | $87,084 | $87,465-0.4% | $122,979-29.2% | $65,306+33.3% |
| Participation rate | 48.9% | 66.0%-17.1pp | 77.2%-28.3pp | 57.7%-8.8pp |
| Annual return | 14.78% | 19.76%-5.0pp | 20.12%-5.3pp | 21.94%-7.2pp |
| Employer contribution / active EE | $334 | $2,156-84.5% | $3,062-89.1% | $1,967-83.0% |
| Participant deferral / active EE | $2,226 | $3,705-39.9% | $5,003-55.5% | $2,959-24.8% |
| Admin fee / account holder | $2,127 | $5,100-58.3% | $12,864-83.5% | $3,480-38.9% |