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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 | $93,504 | $73,940+26.5% | $96,496-3.1% | $75,173+24.4% |
| Participation rate | 13.8% | 66.4%-52.6pp | 74.3%-60.5pp | 67.2%-53.4pp |
| Annual return | 23.14% | 26.71%-3.6pp | 35.70%-12.6pp | 160.65%-137.5pp |
| Employer contribution / active EE | $600 | $2,929-79.5% | $3,738-83.9% | $2,670-77.5% |
| Participant deferral / active EE | $2,370 | $3,659-35.2% | $4,879-51.4% | $4,126-42.6% |
| Admin fee / account holder | $3,782 | $5,216-27.5% | $6,731-43.8% | $5,651-33.1% |