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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 | $94,943 | $101,302-6.3% | $149,600-36.5% | $82,637+14.9% |
| Participation rate | 37.9% | 72.5%-34.6pp | 77.2%-39.2pp | 68.1%-30.1pp |
| Annual return | 15.13% | 21.39%-6.3pp | 129.59%-114.5pp | 53.51%-38.4pp |
| Employer contribution / active EE | $467 | $3,099-84.9% | $4,193-88.9% | $2,552-81.7% |
| Participant deferral / active EE | $1,900 | $5,589-66.0% | $7,203-73.6% | $4,126-54.0% |
| Admin fee / account holder | $14,189 | $8,449+67.9% | $13,963+1.6% | $7,339+93.3% |