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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 | $89,259-3.6% | $107,187-19.7% | $82,637+4.1% |
| Participation rate | 56.9% | 67.9%-11.1pp | 75.0%-18.2pp | 68.1%-11.2pp |
| Annual return | 17.08% | 21.02%-3.9pp | 204.55%-187.5pp | 53.51%-36.4pp |
| Employer contribution / active EE | $574 | $3,080-81.4% | $3,782-84.8% | $2,552-77.5% |
| Participant deferral / active EE | $4,387 | $4,037+8.7% | $5,096-13.9% | $4,126+6.3% |
| Admin fee / account holder | $8,615 | $7,381+16.7% | $9,162-6.0% | $7,339+17.4% |