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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 | $117,266 | $95,453+22.9% | $112,040+4.7% | $82,448+42.2% |
| Participation rate | 38.2% | 72.8%-34.5pp | 76.5%-38.3pp | 68.1%-29.8pp |
| Annual return | 16.39% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.3pp |
| Employer contribution / active EE | $397 | $2,318-82.9% | $2,954-86.6% | $2,551-84.4% |
| Participant deferral / active EE | $2,716 | $4,224-35.7% | $5,098-46.7% | $4,139-34.4% |
| Admin fee / account holder | $70,673 | $9,013+684.1% | $12,098+484.2% | $7,234+876.9% |