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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 | $90,280 | $80,781+11.8% | $102,437-11.9% | $74,478+21.2% |
| Participation rate | 52.6% | 65.7%-13.1pp | 74.5%-21.9pp | 67.2%-14.6pp |
| Annual return | 12.74% | 27.58%-14.8pp | 24.95%-12.2pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $761 | $3,160-75.9% | $3,871-80.3% | $2,626-71.0% |
| Participant deferral / active EE | $3,045 | $3,862-21.2% | $5,060-39.8% | $4,350-30.0% |
| Admin fee / account holder | $4,311 | $2,372+81.8% | $8,388-48.6% | $1,946+121.6% |