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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 | $102,783 | $64,517+59.3% | $81,438+26.2% | $80,874+27.1% |
| Participation rate | 47.0% | 63.9%-16.9pp | 69.5%-22.5pp | 67.6%-20.7pp |
| Annual return | 17.20% | 16.35%+0.8pp | 24.74%-7.5pp | 35.62%-18.4pp |
| Employer contribution / active EE | $291 | $1,982-85.3% | $2,460-88.2% | $2,756-89.4% |
| Participant deferral / active EE | $2,210 | $3,096-28.6% | $3,883-43.1% | $4,297-48.6% |
| Admin fee / account holder | $1,091 | $5,677-80.8% | $5,764-81.1% | $6,935-84.3% |