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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 | $87,540 | $81,487+7.4% | $102,412-14.5% | $80,935+8.2% |
| Participation rate | 7.7% | 66.8%-59.1pp | 74.5%-66.8pp | 67.7%-60.0pp |
| Annual return | 21.91% | 25.60%-3.7pp | 24.94%-3.0pp | 35.66%-13.7pp |
| Employer contribution / active EE | $132 | $3,103-95.8% | $3,870-96.6% | $2,757-95.2% |
| Participant deferral / active EE | $1,725 | $3,871-55.4% | $5,060-65.9% | $4,299-59.9% |
| Admin fee / account holder | $783 | $6,717-88.3% | $8,388-90.7% | $6,924-88.7% |