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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 | $98,375 | $78,636+25.1% | $105,607-6.8% | $74,459+32.1% |
| Participation rate | 50.9% | 72.8%-21.8pp | 75.3%-24.3pp | 67.2%-16.3pp |
| Annual return | 13.17% | 15.96%-2.8pp | 116.11%-102.9pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $351 | $2,523-86.1% | $3,167-88.9% | $2,626-86.7% |
| Participant deferral / active EE | $2,510 | $4,322-41.9% | $5,011-49.9% | $4,350-42.3% |
| Admin fee / account holder | $8,382 | $2,220+277.6% | $10,958-23.5% | $1,945+331.0% |