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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 | $93,982 | $88,672+6.0% | $105,223-10.7% | $82,448+14.0% |
| Participation rate | 20.6% | 67.9%-47.3pp | 75.0%-54.4pp | 68.1%-47.4pp |
| Annual return | 21.62% | 30.86%-9.2pp | 180.65%-159.0pp | 41.64%-20.0pp |
| Employer contribution / active EE | $519 | $3,048-83.0% | $3,689-85.9% | $2,551-79.7% |
| Participant deferral / active EE | $1,742 | $4,036-56.8% | $5,072-65.7% | $4,139-57.9% |
| Admin fee / account holder | $475 | $7,146-93.4% | $8,859-94.6% | $7,234-93.4% |