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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 | $88,481 | $199,109-55.6% | $173,730-49.1% | $154,746-42.8% |
| Participation rate | 22.2% | 82.8%-60.6pp | 79.6%-57.3pp | 80.7%-58.5pp |
| Annual return | 20.17% | 20.02%+0.1pp | 19.96%+0.2pp | 172.34%-152.2pp |
| Employer contribution / active EE | $672 | $5,311-87.4% | $4,577-85.3% | $4,379-84.7% |
| Participant deferral / active EE | $3,957 | $7,113-44.4% | $6,326-37.5% | $6,730-41.2% |
| Admin fee / account holder | $435 | $20,916-97.9% | $17,523-97.5% | $14,365-97.0% |