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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 | $98,510 | $74,535+32.2% | $100,712-2.2% | $82,637+19.2% |
| Participation rate | 19.7% | 61.2%-41.5pp | 69.3%-49.6pp | 68.1%-48.4pp |
| Annual return | 15.14% | 18.92%-3.8pp | 33.27%-18.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $217 | $1,503-85.6% | $2,313-90.6% | $2,552-91.5% |
| Participant deferral / active EE | $1,227 | $3,074-60.1% | $4,085-70.0% | $4,126-70.3% |
| Admin fee / account holder | $2,618 | $6,576-60.2% | $9,256-71.7% | $7,339-64.3% |