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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 | $104,558 | $78,015+34.0% | $178,505-41.4% | $80,959+29.1% |
| Participation rate | 48.2% | 65.7%-17.5pp | 77.1%-28.9pp | 67.7%-19.5pp |
| Annual return | 12.05% | 18.10%-6.1pp | 27.16%-15.1pp | 35.67%-23.6pp |
| Employer contribution / active EE | $186 | $2,281-91.9% | $3,955-95.3% | $2,757-93.3% |
| Participant deferral / active EE | $3,355 | $4,406-23.8% | $6,280-46.6% | $4,300-22.0% |
| Admin fee / account holder | $3,766 | $7,160-47.4% | $10,428-63.9% | $6,925-45.6% |