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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 | $98,505 | $85,515+15.2% | $112,040-12.1% | $67,986+44.9% |
| Participation rate | 30.1% | 68.2%-38.1pp | 76.5%-46.4pp | 57.2%-27.1pp |
| Annual return | 12.74% | 29.68%-16.9pp | 24.52%-11.8pp | 31.67%-18.9pp |
| Employer contribution / active EE | $146 | $2,191-93.3% | $2,954-95.0% | $2,019-92.8% |
| Participant deferral / active EE | $1,769 | $4,014-55.9% | $5,098-65.3% | $3,358-47.3% |
| Admin fee / account holder | $6,131 | $3,774+62.5% | $12,098-49.3% | $3,203+91.4% |