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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 | $95,372 | $73,532+29.7% | $178,540-46.6% | $74,459+28.1% |
| Participation rate | 46.7% | 66.6%-19.9pp | 77.1%-30.4pp | 67.2%-20.6pp |
| Annual return | 13.45% | 17.51%-4.1pp | 27.15%-13.7pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $233 | $2,221-89.5% | $3,953-94.1% | $2,626-91.1% |
| Participant deferral / active EE | $2,558 | $4,519-43.4% | $6,281-59.3% | $4,350-41.2% |
| Admin fee / account holder | $3,204 | $1,813+76.8% | $10,424-69.3% | $1,945+64.7% |