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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 | $75,248 | $80,705-6.8% | $115,768-35.0% | $67,986+10.7% |
| Participation rate | 38.5% | 63.0%-24.4pp | 74.4%-35.8pp | 57.2%-18.7pp |
| Annual return | 17.37% | 18.49%-1.1pp | 100.46%-83.1pp | 31.67%-14.3pp |
| Employer contribution / active EE | $330 | $2,046-83.9% | $2,940-88.8% | $2,019-83.7% |
| Participant deferral / active EE | $1,897 | $3,559-46.7% | $4,917-61.4% | $3,358-43.5% |
| Admin fee / account holder | $5,566 | $4,135+34.6% | $12,439-55.3% | $3,203+73.8% |