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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 | $88,291 | $57,065+54.7% | $75,670+16.7% | $70,131+25.9% |
| Participation rate | 53.1% | 68.1%-15.0pp | 72.3%-19.3pp | 69.5%-16.5pp |
| Annual return | 17.45% | 23.57%-6.1pp | 27.34%-9.9pp | 73.14%-55.7pp |
| Employer contribution / active EE | $106 | $1,817-94.2% | $2,352-95.5% | $2,342-95.5% |
| Participant deferral / active EE | $2,219 | $2,580-14.0% | $3,142-29.4% | $3,332-33.4% |
| Admin fee / account holder | $12,067 | $3,825+215.5% | $5,800+108.1% | $4,645+159.8% |