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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 | $79,130 | $87,180-9.2% | $173,703-54.4% | $94,015-15.8% |
| Participation rate | 24.0% | 65.6%-41.6pp | 75.9%-51.9pp | 70.8%-46.8pp |
| Annual return | 20.27% | 14.17%+6.1pp | 17.46%+2.8pp | 17.84%+2.4pp |
| Employer contribution / active EE | $490 | $2,494-80.3% | $4,288-88.6% | $2,790-82.4% |
| Participant deferral / active EE | $2,322 | $3,343-30.5% | $4,854-52.2% | $4,249-45.4% |
| Admin fee / account holder | $3,245 | $7,506-56.8% | $15,562-79.1% | $8,951-63.8% |