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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 | $93,769 | $81,457+15.1% | $103,378-9.3% | $80,911+15.9% |
| Participation rate | 36.7% | 66.8%-30.2pp | 74.5%-37.8pp | 67.6%-31.0pp |
| Annual return | 10.89% | 25.58%-14.7pp | 24.91%-14.0pp | 35.63%-24.7pp |
| Employer contribution / active EE | $649 | $3,107-79.1% | $3,870-83.2% | $2,756-76.4% |
| Participant deferral / active EE | $2,597 | $3,871-32.9% | $5,058-48.7% | $4,297-39.6% |
| Admin fee / account holder | $8,760 | $6,717+30.4% | $8,401+4.3% | $6,935+26.3% |