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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 | $78,501 | $55,889+40.5% | $76,119+3.1% | $80,935-3.0% |
| Participation rate | 52.0% | 62.1%-10.1pp | 69.1%-17.1pp | 67.7%-15.7pp |
| Annual return | 12.92% | 20.58%-7.7pp | 361.25%-348.3pp | 35.66%-22.7pp |
| Employer contribution / active EE | $312 | $1,866-83.3% | $2,693-88.4% | $2,757-88.7% |
| Participant deferral / active EE | $2,587 | $3,051-15.2% | $4,259-39.3% | $4,299-39.8% |
| Admin fee / account holder | $688 | $5,241-86.9% | $6,421-89.3% | $6,924-90.1% |