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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 | $79,867+23.3% | $120,344-18.1% | $64,340+53.1% |
| Participation rate | 30.1% | 63.0%-32.9pp | 76.7%-46.6pp | 55.2%-25.2pp |
| Annual return | 12.74% | 21.10%-8.4pp | 20.30%-7.6pp | 24.14%-11.4pp |
| Employer contribution / active EE | $146 | $1,925-92.4% | $3,020-95.2% | $1,862-92.1% |
| Participant deferral / active EE | $1,769 | $3,593-50.8% | $5,135-65.5% | $2,980-40.6% |
| Admin fee / account holder | $6,131 | $5,039+21.7% | $12,742-51.9% | $3,703+65.6% |