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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 | $110,137-1.6% | $161,149-32.7% | $82,637+31.2% |
| Participation rate | 56.5% | 72.4%-15.9pp | 78.8%-22.4pp | 68.1%-11.6pp |
| Annual return | 18.26% | 20.69%-2.4pp | 21.16%-2.9pp | 53.51%-35.2pp |
| Employer contribution / active EE | $446 | $2,856-84.4% | $4,360-89.8% | $2,552-82.5% |
| Participant deferral / active EE | $2,825 | $4,575-38.2% | $6,153-54.1% | $4,126-31.5% |
| Admin fee / account holder | $21,322 | $9,467+125.2% | $15,194+40.3% | $7,339+190.5% |