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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 | $89,496 | $123,478-27.5% | $216,567-58.7% | $94,015-4.8% |
| Participation rate | 40.9% | 75.1%-34.2pp | 81.6%-40.8pp | 70.8%-30.0pp |
| Annual return | 15.05% | 23.61%-8.6pp | 12.94%+2.1pp | 17.84%-2.8pp |
| Employer contribution / active EE | $543 | $3,136-82.7% | $5,216-89.6% | $2,790-80.5% |
| Participant deferral / active EE | $2,585 | $4,556-43.3% | $6,191-58.2% | $4,249-39.2% |
| Admin fee / account holder | $4,021 | $12,753-68.5% | $21,981-81.7% | $8,951-55.1% |