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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 | $80,424 | $91,559-12.2% | $133,971-40.0% | $79,852+0.7% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 13.43% | 61.85%-48.4pp | 45.09%-31.7pp | 31.72%-18.3pp |
| Employer contribution / active EE | $442 | $2,384-81.4% | $3,919-88.7% | $2,471-82.1% |
| Participant deferral / active EE | $2,500 | $3,734-33.0% | $5,047-50.5% | $3,740-33.2% |
| Admin fee / account holder | $6,228 | $6,321-1.5% | $8,929-30.3% | $5,306+17.4% |