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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 | $90,369 | $76,669+17.9% | $96,520-6.4% | $71,495+26.4% |
| Participation rate | 48.2% | 66.6%-18.4pp | 74.3%-26.1pp | 67.9%-19.7pp |
| Annual return | 14.48% | 48.29%-33.8pp | 35.72%-21.2pp | 28.85%-14.4pp |
| Employer contribution / active EE | $699 | $3,031-76.9% | $3,739-81.3% | $2,589-73.0% |
| Participant deferral / active EE | $2,476 | $3,771-34.4% | $4,879-49.3% | $4,291-42.3% |
| Admin fee / account holder | $2,095 | $2,028+3.3% | $6,733-68.9% | $1,588+31.9% |