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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 | $94,382 | $58,493+61.4% | $84,023+12.3% | $72,976+29.3% |
| Participation rate | 54.7% | 61.2%-6.6pp | 69.0%-14.4pp | 69.5%-14.8pp |
| Annual return | 24.04% | 28.93%-4.9pp | 71.32%-47.3pp | 81.02%-57.0pp |
| Employer contribution / active EE | $197 | $1,163-83.0% | $1,984-90.0% | $2,440-91.9% |
| Participant deferral / active EE | $3,313 | $2,394+38.4% | $3,239+2.3% | $3,608-8.2% |
| Admin fee / account holder | $2,853 | $4,569-37.5% | $6,102-53.2% | $5,124-44.3% |