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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 | $105,821 | $64,462+64.2% | $81,482+29.9% | $80,911+30.8% |
| Participation rate | 50.0% | 63.9%-13.9pp | 69.5%-19.5pp | 67.6%-17.6pp |
| Annual return | 14.22% | 16.35%-2.1pp | 24.79%-10.6pp | 35.63%-21.4pp |
| Employer contribution / active EE | $417 | $1,979-78.9% | $2,463-83.1% | $2,756-84.9% |
| Participant deferral / active EE | $2,095 | $3,094-32.3% | $3,885-46.1% | $4,297-51.2% |
| Admin fee / account holder | $4,303 | $5,678-24.2% | $5,761-25.3% | $6,935-37.9% |