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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 | $104,990 | $74,535+40.9% | $100,712+4.2% | $82,637+27.0% |
| Participation rate | 43.1% | 61.2%-18.1pp | 69.3%-26.2pp | 68.1%-25.0pp |
| Annual return | 12.48% | 18.92%-6.4pp | 33.27%-20.8pp | 53.51%-41.0pp |
| Employer contribution / active EE | $205 | $1,503-86.4% | $2,313-91.1% | $2,552-92.0% |
| Participant deferral / active EE | $1,341 | $3,074-56.4% | $4,085-67.2% | $4,126-67.5% |
| Admin fee / account holder | $13,451 | $6,576+104.6% | $9,256+45.3% | $7,339+83.3% |