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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 | $114,875 | $88,996+29.1% | $78,004+47.3% | $138,895-17.3% |
| Participation rate | 22.2% | 74.4%-52.1pp | 69.4%-47.2pp | 79.9%-57.7pp |
| Annual return | 10.76% | 28.03%-17.3pp | 31.07%-20.3pp | 145.39%-134.6pp |
| Employer contribution / active EE | $206 | $2,917-92.9% | $2,469-91.6% | $4,194-95.1% |
| Participant deferral / active EE | $1,744 | $4,724-63.1% | $4,092-57.4% | $6,396-72.7% |
| Admin fee / account holder | $25,343 | $8,807+187.8% | $7,578+234.4% | $12,562+101.7% |