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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 | $75,329 | $66,275+13.7% | $163,379-53.9% | $64,097+17.5% |
| Participation rate | 35.9% | 54.1%-18.2pp | 76.8%-41.0pp | 55.2%-19.3pp |
| Annual return | 19.09% | 32.72%-13.6pp | 63.41%-44.3pp | 34.64%-15.6pp |
| Employer contribution / active EE | $95 | $1,521-93.8% | $3,752-97.5% | $1,891-95.0% |
| Participant deferral / active EE | $3,272 | $3,126+4.7% | $6,282-47.9% | $3,080+6.2% |
| Admin fee / account holder | $14,272 | $4,569+212.4% | $9,818+45.4% | $3,454+313.1% |