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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 | $87,240 | $67,894+28.5% | $89,340-2.4% | $82,448+5.8% |
| Participation rate | 50.0% | 64.0%-14.0pp | 69.6%-19.6pp | 68.1%-18.1pp |
| Annual return | 14.79% | 19.21%-4.4pp | 20.57%-5.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $227 | $1,828-87.6% | $2,231-89.8% | $2,551-91.1% |
| Participant deferral / active EE | $1,232 | $3,072-59.9% | $3,823-67.8% | $4,139-70.2% |
| Admin fee / account holder | $2,639 | $5,723-53.9% | $6,704-60.6% | $7,234-63.5% |