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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 | $92,365 | $81,476+13.4% | $102,383-9.8% | $80,925+14.1% |
| Participation rate | 48.4% | 66.8%-18.4pp | 74.5%-26.1pp | 67.7%-19.2pp |
| Annual return | 15.68% | 25.59%-9.9pp | 24.94%-9.3pp | 35.65%-20.0pp |
| Employer contribution / active EE | $401 | $3,105-87.1% | $3,870-89.6% | $2,756-85.5% |
| Participant deferral / active EE | $2,270 | $3,871-41.4% | $5,060-55.1% | $4,299-47.2% |
| Admin fee / account holder | $2,741 | $6,717-59.2% | $8,391-67.3% | $6,940-60.5% |