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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 | $86,028 | $88,672-3.0% | $105,223-18.2% | $82,448+4.3% |
| Participation rate | 56.9% | 67.9%-11.1pp | 75.0%-18.2pp | 68.1%-11.2pp |
| Annual return | 17.08% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $574 | $3,048-81.2% | $3,689-84.4% | $2,551-77.5% |
| Participant deferral / active EE | $4,387 | $4,036+8.7% | $5,072-13.5% | $4,139+6.0% |
| Admin fee / account holder | $8,615 | $7,146+20.6% | $8,859-2.8% | $7,234+19.1% |