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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 | $106,924 | $95,084+12.5% | $140,514-23.9% | $69,733+53.3% |
| Participation rate | 43.5% | 68.7%-25.2pp | 77.8%-34.2pp | 62.5%-18.9pp |
| Annual return | 12.01% | 18.56%-6.5pp | 14.36%-2.3pp | 15.22%-3.2pp |
| Employer contribution / active EE | $102 | $2,405-95.8% | $3,378-97.0% | $2,250-95.5% |
| Participant deferral / active EE | $1,849 | $3,868-52.2% | $4,919-62.4% | $3,054-39.5% |
| Admin fee / account holder | $21,506 | $4,885+340.3% | $13,697+57.0% | $3,102+593.3% |