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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 | $90,623 | $81,476+11.2% | $102,383-11.5% | $80,925+12.0% |
| Participation rate | 41.9% | 66.8%-24.9pp | 74.5%-32.6pp | 67.7%-25.7pp |
| Annual return | 11.58% | 25.59%-14.0pp | 24.94%-13.4pp | 35.65%-24.1pp |
| Employer contribution / active EE | $660 | $3,105-78.7% | $3,870-83.0% | $2,756-76.1% |
| Participant deferral / active EE | $3,395 | $3,871-12.3% | $5,060-32.9% | $4,299-21.0% |
| Admin fee / account holder | $3,672 | $6,717-45.3% | $8,391-56.2% | $6,940-47.1% |