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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 | $83,712 | $56,110+49.2% | $94,993-11.9% | $70,124+19.4% |
| Participation rate | 51.0% | 65.0%-14.0pp | 73.9%-22.9pp | 69.5%-18.6pp |
| Annual return | 13.16% | 51.02%-37.9pp | 27.14%-14.0pp | 73.14%-60.0pp |
| Employer contribution / active EE | $246 | $1,442-82.9% | $2,603-90.5% | $2,342-89.5% |
| Participant deferral / active EE | $1,495 | $2,391-37.5% | $3,317-54.9% | $3,332-55.1% |
| Admin fee / account holder | $2,148 | $3,456-37.8% | $4,960-56.7% | $4,645-53.8% |