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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 | $84,640 | $58,493+44.7% | $84,021+0.7% | $72,975+16.0% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 16.69% | 28.93%-12.2pp | 71.32%-54.6pp | 81.01%-64.3pp |
| Employer contribution / active EE | $218 | $1,163-81.3% | $1,984-89.0% | $2,440-91.1% |
| Participant deferral / active EE | $2,506 | $2,394+4.7% | $3,239-22.6% | $3,608-30.5% |
| Admin fee / account holder | $2,053 | $4,569-55.1% | $6,102-66.4% | $5,124-59.9% |