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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 | $113,113 | $77,896+45.2% | $134,172-15.7% | $82,448+37.2% |
| Participation rate | 61.4% | 62.8%-1.4pp | 72.5%-11.1pp | 68.1%-6.7pp |
| Annual return | 13.07% | 18.21%-5.1pp | 25.30%-12.2pp | 41.64%-28.6pp |
| Employer contribution / active EE | $191 | $2,159-91.2% | $3,420-94.4% | $2,551-92.5% |
| Participant deferral / active EE | $2,633 | $3,162-16.7% | $4,690-43.9% | $4,139-36.4% |
| Admin fee / account holder | $25,027 | $6,336+295.0% | $12,016+108.3% | $7,234+245.9% |