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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 | $38,477 | $43,730-12.0% | $121,208-68.3% | $64,181-40.0% |
| Participation rate | 32.5% | 58.3%-25.8pp | 71.8%-39.3pp | 69.6%-37.1pp |
| Annual return | 10.07% | 68.94%-58.9pp | 16.93%-6.9pp | 7.63%+2.4pp |
| Employer contribution / active EE | $197 | $1,297-84.8% | $4,023-95.1% | $2,381-91.7% |
| Participant deferral / active EE | $1,369 | $2,281-40.0% | $3,345-59.1% | $3,470-60.5% |
| Admin fee / account holder | $10,498 | $3,502+199.7% | $5,020+109.1% | $4,887+114.8% |