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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 | $55,389 | $94,031-41.1% | $115,768-52.2% | $82,448-32.8% |
| Participation rate | 34.3% | 70.4%-36.1pp | 74.4%-40.1pp | 68.1%-33.8pp |
| Annual return | 15.54% | 20.61%-5.1pp | 100.46%-84.9pp | 41.64%-26.1pp |
| Employer contribution / active EE | $543 | $2,323-76.6% | $2,940-81.5% | $2,551-78.7% |
| Participant deferral / active EE | $4,155 | $3,972+4.6% | $4,917-15.5% | $4,139+0.4% |
| Admin fee / account holder | $10,846 | $10,249+5.8% | $12,439-12.8% | $7,234+49.9% |