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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 | $71,364 | $54,541+30.8% | $78,778-9.4% | $70,126+1.8% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 15.58% | 21.07%-5.5pp | 35.62%-20.0pp | 73.15%-57.6pp |
| Employer contribution / active EE | $186 | $1,089-82.9% | $1,986-90.6% | $2,343-92.1% |
| Participant deferral / active EE | $2,371 | $2,210+7.3% | $2,958-19.9% | $3,332-28.8% |
| Admin fee / account holder | $12,746 | $3,709+243.7% | $5,134+148.3% | $4,645+174.4% |