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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 | $90,927 | $88,672+2.5% | $105,223-13.6% | $82,448+10.3% |
| Participation rate | 60.4% | 67.9%-7.5pp | 75.0%-14.7pp | 68.1%-7.7pp |
| Annual return | 14.62% | 30.86%-16.2pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $422 | $3,048-86.2% | $3,689-88.6% | $2,551-83.5% |
| Participant deferral / active EE | $3,000 | $4,036-25.7% | $5,072-40.9% | $4,139-27.5% |
| Admin fee / account holder | $1,589 | $7,146-77.8% | $8,859-82.1% | $7,234-78.0% |