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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 | $106,813 | $80,674+32.4% | $119,126-10.3% | $64,340+66.0% |
| Participation rate | 46.1% | 55.2%-9.1pp | 75.8%-29.7pp | 55.2%-9.1pp |
| Annual return | 13.09% | 26.86%-13.8pp | 282.11%-269.0pp | 24.14%-11.1pp |
| Employer contribution / active EE | $181 | $2,564-92.9% | $4,034-95.5% | $1,862-90.3% |
| Participant deferral / active EE | $1,814 | $3,053-40.6% | $5,318-65.9% | $2,980-39.1% |
| Admin fee / account holder | $6,869 | $4,559+50.7% | $10,693-35.8% | $3,703+85.5% |