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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 | $103,116 | $58,493+76.3% | $84,021+22.7% | $72,975+41.3% |
| Participation rate | 51.1% | 61.2%-10.2pp | 69.0%-18.0pp | 69.5%-18.4pp |
| Annual return | 22.40% | 28.93%-6.5pp | 71.32%-48.9pp | 81.01%-58.6pp |
| Employer contribution / active EE | $30 | $1,163-97.4% | $1,984-98.5% | $2,440-98.8% |
| Participant deferral / active EE | $1,617 | $2,394-32.5% | $3,239-50.1% | $3,608-55.2% |
| Admin fee / account holder | $12,213 | $4,569+167.3% | $6,102+100.2% | $5,124+138.4% |