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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 | $89,706 | $79,223+13.2% | $102,460-12.4% | $74,478+20.4% |
| Participation rate | 46.7% | 74.8%-28.1pp | 76.5%-29.8pp | 67.2%-20.6pp |
| Annual return | 17.14% | 54.98%-37.8pp | 29.47%-12.3pp | 1370.56%-1353.4pp |
| Employer contribution / active EE | $673 | $2,363-71.5% | $3,025-77.7% | $2,626-74.4% |
| Participant deferral / active EE | $2,607 | $4,417-41.0% | $5,056-48.4% | $4,350-40.1% |
| Admin fee / account holder | $5,705 | $2,003+184.8% | $9,460-39.7% | $1,946+193.2% |