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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 | $108,528 | $76,371+42.1% | $93,621+15.9% | $72,976+48.7% |
| Participation rate | 37.8% | 71.8%-34.0pp | 75.8%-38.1pp | 69.5%-31.7pp |
| Annual return | 26.29% | 25.82%+0.5pp | 32.76%-6.5pp | 81.02%-54.7pp |
| Employer contribution / active EE | $241 | $2,276-89.4% | $2,719-91.1% | $2,440-90.1% |
| Participant deferral / active EE | $3,226 | $3,538-8.8% | $4,070-20.7% | $3,608-10.6% |
| Admin fee / account holder | $17,212 | $6,839+151.7% | $7,890+118.2% | $5,124+235.9% |