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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 | $85,761 | $72,273+18.7% | $101,275-15.3% | $79,856+7.4% |
| Participation rate | 23.4% | 68.5%-45.1pp | 75.8%-52.4pp | 69.6%-46.2pp |
| Annual return | 17.42% | 22.30%-4.9pp | 46.48%-29.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $544 | $2,691-79.8% | $3,660-85.1% | $2,471-78.0% |
| Participant deferral / active EE | $1,505 | $3,282-54.1% | $4,371-65.6% | $3,741-59.8% |
| Admin fee / account holder | $578 | $4,401-86.9% | $5,948-90.3% | $5,306-89.1% |