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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 | $87,287 | $79,894+9.3% | $135,792-35.7% | $82,637+5.6% |
| Participation rate | 27.4% | 63.0%-35.6pp | 72.6%-45.2pp | 68.1%-40.7pp |
| Annual return | 14.26% | 17.20%-2.9pp | 25.96%-11.7pp | 53.51%-39.3pp |
| Employer contribution / active EE | $243 | $2,165-88.8% | $3,496-93.1% | $2,552-90.5% |
| Participant deferral / active EE | $1,147 | $3,194-64.1% | $4,759-75.9% | $4,126-72.2% |
| Admin fee / account holder | $4,720 | $6,434-26.6% | $12,266-61.5% | $7,339-35.7% |