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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 | $90,121 | $81,457+10.6% | $103,378-12.8% | $80,911+11.4% |
| Participation rate | 23.9% | 66.8%-42.9pp | 74.5%-50.6pp | 67.6%-43.7pp |
| Annual return | 18.34% | 25.58%-7.2pp | 24.91%-6.6pp | 35.63%-17.3pp |
| Employer contribution / active EE | $672 | $3,107-78.4% | $3,870-82.6% | $2,756-75.6% |
| Participant deferral / active EE | $2,114 | $3,871-45.4% | $5,058-58.2% | $4,297-50.8% |
| Admin fee / account holder | $877 | $6,717-86.9% | $8,401-89.6% | $6,935-87.4% |