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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 | $105,460 | $77,896+35.4% | $134,172-21.4% | $82,448+27.9% |
| Participation rate | 65.1% | 62.8%+2.3pp | 72.5%-7.3pp | 68.1%-3.0pp |
| Annual return | 21.99% | 18.21%+3.8pp | 25.30%-3.3pp | 41.64%-19.7pp |
| Employer contribution / active EE | $222 | $2,159-89.7% | $3,420-93.5% | $2,551-91.3% |
| Participant deferral / active EE | $3,034 | $3,162-4.0% | $4,690-35.3% | $4,139-26.7% |
| Admin fee / account holder | $23,373 | $6,336+268.9% | $12,016+94.5% | $7,234+223.1% |