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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 | $110,137-18.7% | $161,149-44.5% | $82,637+8.3% |
| Participation rate | 40.9% | 72.4%-31.5pp | 78.8%-38.0pp | 68.1%-27.2pp |
| Annual return | 15.05% | 20.69%-5.6pp | 21.16%-6.1pp | 53.51%-38.5pp |
| Employer contribution / active EE | $543 | $2,856-81.0% | $4,360-87.5% | $2,552-78.7% |
| Participant deferral / active EE | $2,585 | $4,575-43.5% | $6,153-58.0% | $4,126-37.3% |
| Admin fee / account holder | $4,021 | $9,467-57.5% | $15,194-73.5% | $7,339-45.2% |