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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 | $87,836 | $51,638+70.1% | $68,368+28.5% | $82,448+6.5% |
| Participation rate | 53.1% | 63.6%-10.5pp | 73.8%-20.7pp | 68.1%-15.0pp |
| Annual return | 13.45% | 37.53%-24.1pp | 292.57%-279.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $184 | $2,047-91.0% | $2,649-93.1% | $2,551-92.8% |
| Participant deferral / active EE | $2,375 | $2,914-18.5% | $4,123-42.4% | $4,139-42.6% |
| Admin fee / account holder | $3,876 | $4,643-16.5% | $5,150-24.7% | $7,234-46.4% |