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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 | $102,916 | $58,493+75.9% | $84,023+22.5% | $72,976+41.0% |
| Participation rate | 29.6% | 61.2%-31.6pp | 69.0%-39.4pp | 69.5%-39.9pp |
| Annual return | 21.84% | 28.93%-7.1pp | 71.32%-49.5pp | 81.02%-59.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,719 | $2,394-28.2% | $3,239-46.9% | $3,608-52.4% |
| Admin fee / account holder | $3,847 | $4,569-15.8% | $6,102-37.0% | $5,124-24.9% |