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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 | $82,114 | $91,760-10.5% | $156,181-47.4% | $67,986+20.8% |
| Participation rate | 50.0% | 65.0%-15.0pp | 78.8%-28.8pp | 57.2%-7.2pp |
| Annual return | 18.06% | 18.14%-0.1pp | 64.87%-46.8pp | 31.67%-13.6pp |
| Employer contribution / active EE | $308 | $2,419-87.3% | $4,294-92.8% | $2,019-84.8% |
| Participant deferral / active EE | $2,300 | $3,960-41.9% | $6,132-62.5% | $3,358-31.5% |
| Admin fee / account holder | $7,121 | $3,949+80.3% | $14,586-51.2% | $3,203+122.3% |