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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 | $100,695 | $60,444+66.6% | $68,948+46.0% | $82,448+22.1% |
| Participation rate | 15.6% | 73.6%-58.0pp | 79.2%-63.6pp | 68.1%-52.5pp |
| Annual return | 12.95% | 15.42%-2.5pp | 28.39%-15.4pp | 41.64%-28.7pp |
| Employer contribution / active EE | $346 | $3,449-90.0% | $4,165-91.7% | $2,551-86.4% |
| Participant deferral / active EE | $872 | $3,658-76.2% | $6,186-85.9% | $4,139-78.9% |
| Admin fee / account holder | $59,166 | $6,421+821.4% | $7,539+684.9% | $7,234+717.9% |