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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 | $72,607+20.2% | $90,259-3.3% | $87,485-0.3% |
| Participation rate | 50.0% | 64.8%-14.8pp | 70.7%-20.7pp | 68.9%-18.9pp |
| Annual return | 14.79% | 18.59%-3.8pp | 18.88%-4.1pp | 26.06%-11.3pp |
| Employer contribution / active EE | $227 | $1,919-88.2% | $2,291-90.1% | $2,596-91.3% |
| Participant deferral / active EE | $1,232 | $3,055-59.7% | $3,827-67.8% | $4,274-71.2% |
| Admin fee / account holder | $2,639 | $5,947-55.6% | $7,267-63.7% | $7,775-66.1% |