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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 | $128,869 | $87,059+48.0% | $105,608+22.0% | $80,925+59.2% |
| Participation rate | 28.9% | 70.4%-41.6pp | 75.3%-46.4pp | 67.7%-38.8pp |
| Annual return | 13.51% | 17.05%-3.5pp | 116.50%-103.0pp | 35.65%-22.1pp |
| Employer contribution / active EE | $186 | $2,396-92.2% | $3,167-94.1% | $2,756-93.3% |
| Participant deferral / active EE | $1,887 | $3,986-52.6% | $5,010-62.3% | $4,299-56.1% |
| Admin fee / account holder | $13,303 | $8,443+57.6% | $11,028+20.6% | $6,940+91.7% |