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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 | $97,539 | $89,370+9.1% | $141,197-30.9% | $72,976+33.7% |
| Participation rate | 64.4% | 75.1%-10.7pp | 82.5%-18.1pp | 69.5%-5.1pp |
| Annual return | 21.16% | 111.88%-90.7pp | 71.41%-50.3pp | 81.02%-59.9pp |
| Employer contribution / active EE | $551 | $3,115-82.3% | $4,736-88.4% | $2,440-77.4% |
| Participant deferral / active EE | $2,884 | $5,419-46.8% | $6,710-57.0% | $3,608-20.1% |
| Admin fee / account holder | $3,665 | $5,957-38.5% | $10,265-64.3% | $5,124-28.5% |