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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 | $114,712-22.0% | $173,730-48.5% | $87,485+2.3% |
| Participation rate | 40.9% | 73.0%-32.1pp | 79.6%-38.7pp | 68.9%-28.1pp |
| Annual return | 15.05% | 20.18%-5.1pp | 19.96%-4.9pp | 26.06%-11.0pp |
| Employer contribution / active EE | $543 | $2,904-81.3% | $4,577-88.1% | $2,596-79.1% |
| Participant deferral / active EE | $2,585 | $4,642-44.3% | $6,326-59.1% | $4,274-39.5% |
| Admin fee / account holder | $4,021 | $10,210-60.6% | $17,523-77.1% | $7,775-48.3% |