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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 | $86,771 | $73,787+17.6% | $98,716-12.1% | $82,448+5.2% |
| Participation rate | 57.1% | 61.4%-4.3pp | 69.3%-12.2pp | 68.1%-10.9pp |
| Annual return | 15.21% | 18.57%-3.4pp | 31.81%-16.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $119 | $1,511-92.1% | $2,279-94.8% | $2,551-95.3% |
| Participant deferral / active EE | $2,691 | $3,081-12.7% | $4,048-33.5% | $4,139-35.0% |
| Admin fee / account holder | $3,927 | $6,500-39.6% | $8,703-54.9% | $7,234-45.7% |