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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 | $96,763 | $58,512+65.4% | $84,020+15.2% | $72,983+32.6% |
| Participation rate | 43.9% | 61.2%-17.4pp | 69.0%-25.2pp | 69.5%-25.6pp |
| Annual return | 23.02% | 28.93%-5.9pp | 71.31%-48.3pp | 81.01%-58.0pp |
| Employer contribution / active EE | $96 | $1,163-91.7% | $1,984-95.1% | $2,440-96.1% |
| Participant deferral / active EE | $2,479 | $2,394+3.5% | $3,239-23.5% | $3,608-31.3% |
| Admin fee / account holder | $312 | $4,569-93.2% | $6,101-94.9% | $5,124-93.9% |