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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 | $78,483+25.3% | $106,201-7.4% | $74,546+32.0% |
| Participation rate | 50.9% | 72.8%-21.9pp | 75.3%-24.3pp | 67.2%-16.3pp |
| Annual return | 13.17% | 15.94%-2.8pp | 116.26%-103.1pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $351 | $2,522-86.1% | $3,170-88.9% | $2,624-86.6% |
| Participant deferral / active EE | $2,510 | $4,320-41.9% | $5,012-49.9% | $4,347-42.3% |
| Admin fee / account holder | $8,382 | $2,236+274.9% | $11,039-24.1% | $1,944+331.3% |