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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 | $99,533 | $97,648+1.9% | $121,663-18.2% | $87,485+13.8% |
| Participation rate | 23.5% | 70.5%-46.9pp | 74.5%-51.0pp | 68.9%-45.4pp |
| Annual return | 17.16% | 18.03%-0.9pp | 147.54%-130.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $572 | $2,300-75.1% | $3,020-81.1% | $2,596-78.0% |
| Participant deferral / active EE | $2,242 | $3,923-42.8% | $4,887-54.1% | $4,274-47.5% |
| Admin fee / account holder | $16,159 | $11,100+45.6% | $14,289+13.1% | $7,775+107.8% |