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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 | $116,618 | $86,938+34.1% | $102,423+13.9% | $80,925+44.1% |
| Participation rate | 41.3% | 72.4%-31.1pp | 76.5%-35.2pp | 67.7%-26.4pp |
| Annual return | 11.87% | 18.89%-7.0pp | 29.42%-17.6pp | 35.65%-23.8pp |
| Employer contribution / active EE | $408 | $2,369-82.8% | $3,023-86.5% | $2,756-85.2% |
| Participant deferral / active EE | $2,401 | $4,120-41.7% | $5,054-52.5% | $4,299-44.1% |
| Admin fee / account holder | $19,533 | $8,053+142.6% | $9,455+106.6% | $6,940+181.4% |