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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 | $101,616 | $105,284-3.5% | $150,734-32.6% | $94,015+8.1% |
| Participation rate | 31.9% | 71.7%-39.8pp | 78.4%-46.5pp | 70.8%-38.9pp |
| Annual return | 11.55% | 15.67%-4.1pp | 600.81%-589.3pp | 17.84%-6.3pp |
| Employer contribution / active EE | $396 | $3,599-89.0% | $4,918-91.9% | $2,790-85.8% |
| Participant deferral / active EE | $3,942 | $4,274-7.7% | $5,610-29.7% | $4,249-7.2% |
| Admin fee / account holder | $1,139 | $9,839-88.4% | $14,905-92.4% | $8,951-87.3% |