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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 | $104,190 | $76,371+36.4% | $93,621+11.3% | $72,975+42.8% |
| Participation rate | 44.4% | 71.8%-27.3pp | 75.8%-31.4pp | 69.5%-25.0pp |
| Annual return | 21.93% | 25.82%-3.9pp | 32.76%-10.8pp | 81.01%-59.1pp |
| Employer contribution / active EE | $191 | $2,276-91.6% | $2,719-93.0% | $2,440-92.2% |
| Participant deferral / active EE | $1,696 | $3,538-52.1% | $4,070-58.3% | $3,608-53.0% |
| Admin fee / account holder | $17,217 | $6,839+151.7% | $7,890+118.2% | $5,124+236.0% |