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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 | $80,075 | $107,421-25.5% | $182,262-56.1% | $94,015-14.8% |
| Participation rate | 53.8% | 77.8%-23.9pp | 84.2%-30.4pp | 70.8%-17.0pp |
| Annual return | 16.22% | 21.32%-5.1pp | 140.60%-124.4pp | 17.84%-1.6pp |
| Employer contribution / active EE | $231 | $3,448-93.3% | $5,046-95.4% | $2,790-91.7% |
| Participant deferral / active EE | $5,249 | $6,558-20.0% | $8,276-36.6% | $4,249+23.5% |
| Admin fee / account holder | $3,004 | $8,692-65.4% | $16,712-82.0% | $8,951-66.4% |