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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 | $93,427 | $75,963+23.0% | $97,995-4.7% | $70,126+33.2% |
| Participation rate | 31.6% | 77.0%-45.4pp | 82.4%-50.8pp | 69.5%-38.0pp |
| Annual return | 19.07% | 19.26%-0.2pp | 23.94%-4.9pp | 73.15%-54.1pp |
| Employer contribution / active EE | $340 | $3,278-89.6% | $4,158-91.8% | $2,343-85.5% |
| Participant deferral / active EE | $2,275 | $4,053-43.9% | $5,097-55.4% | $3,332-31.7% |
| Admin fee / account holder | $12,283 | $5,407+127.2% | $5,943+106.7% | $4,645+164.4% |