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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 | $86,330+1.1% | $121,871-28.4% | $94,015-7.2% |
| Participation rate | 50.0% | 66.7%-16.7pp | 73.2%-23.2pp | 70.8%-20.8pp |
| Annual return | 14.79% | 14.95%-0.2pp | 13.57%+1.2pp | 17.84%-3.1pp |
| Employer contribution / active EE | $227 | $2,292-90.1% | $2,731-91.7% | $2,790-91.9% |
| Participant deferral / active EE | $1,232 | $3,146-60.8% | $4,318-71.5% | $4,249-71.0% |
| Admin fee / account holder | $2,639 | $7,346-64.1% | $11,551-77.2% | $8,951-70.5% |