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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 | $98,490 | $81,334+21.1% | $113,397-13.1% | $64,097+53.7% |
| Participation rate | 40.0% | 65.6%-25.6pp | 76.5%-36.5pp | 55.2%-15.2pp |
| Annual return | 16.99% | 32.50%-15.5pp | 23.20%-6.2pp | 34.64%-17.7pp |
| Employer contribution / active EE | $568 | $2,077-72.6% | $2,977-80.9% | $1,891-69.9% |
| Participant deferral / active EE | $2,338 | $3,795-38.4% | $5,076-53.9% | $3,080-24.1% |
| Admin fee / account holder | $2,084 | $4,208-50.5% | $11,957-82.6% | $3,454-39.7% |