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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 | $97,031 | $71,230+36.2% | $93,727+3.5% | $80,959+19.9% |
| Participation rate | 28.6% | 60.4%-31.8pp | 68.7%-40.1pp | 67.7%-39.1pp |
| Annual return | 17.57% | 11.26%+6.3pp | 133.83%-116.3pp | 35.67%-18.1pp |
| Employer contribution / active EE | $290 | $1,565-81.5% | $2,421-88.0% | $2,757-89.5% |
| Participant deferral / active EE | $2,062 | $4,037-48.9% | $4,417-53.3% | $4,300-52.1% |
| Admin fee / account holder | $797 | $6,961-88.5% | $8,292-90.4% | $6,925-88.5% |