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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 | $108,407 | $108,825-0.4% | $156,181-30.6% | $82,448+31.5% |
| Participation rate | 56.5% | 72.4%-15.9pp | 78.8%-22.4pp | 68.1%-11.6pp |
| Annual return | 18.26% | 20.59%-2.3pp | 64.87%-46.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $446 | $2,870-84.5% | $4,294-89.6% | $2,551-82.5% |
| Participant deferral / active EE | $2,825 | $4,577-38.3% | $6,132-53.9% | $4,139-31.7% |
| Admin fee / account holder | $21,322 | $9,341+128.3% | $14,586+46.2% | $7,234+194.7% |