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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 | $109,890 | $88,672+23.9% | $105,223+4.4% | $82,448+33.3% |
| Participation rate | 25.0% | 67.9%-42.9pp | 75.0%-50.0pp | 68.1%-43.1pp |
| Annual return | 13.03% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $752 | $3,048-75.3% | $3,689-79.6% | $2,551-70.5% |
| Participant deferral / active EE | $1,938 | $4,036-52.0% | $5,072-61.8% | $4,139-53.2% |
| Admin fee / account holder | $4,684 | $7,146-34.5% | $8,859-47.1% | $7,234-35.3% |