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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 | $94,116 | $88,672+6.1% | $105,223-10.6% | $82,448+14.2% |
| Participation rate | 19.7% | 67.9%-48.2pp | 75.0%-55.3pp | 68.1%-48.3pp |
| Annual return | 18.87% | 30.86%-12.0pp | 180.65%-161.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $448 | $3,048-85.3% | $3,689-87.8% | $2,551-82.4% |
| Participant deferral / active EE | $2,377 | $4,036-41.1% | $5,072-53.1% | $4,139-42.6% |
| Admin fee / account holder | $6,865 | $7,146-3.9% | $8,859-22.5% | $7,234-5.1% |