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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 | $118,608 | $83,369+42.3% | $105,223+12.7% | $67,986+74.5% |
| Participation rate | 63.4% | 56.3%+7.1pp | 75.0%-11.7pp | 57.2%+6.2pp |
| Annual return | 15.00% | 24.64%-9.6pp | 180.65%-165.6pp | 31.67%-16.7pp |
| Employer contribution / active EE | $396 | $2,541-84.4% | $3,689-89.3% | $2,019-80.4% |
| Participant deferral / active EE | $2,714 | $3,295-17.6% | $5,072-46.5% | $3,358-19.2% |
| Admin fee / account holder | $12,771 | $4,073+213.6% | $8,859+44.2% | $3,203+298.7% |