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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 | $98,141 | $138,393-29.1% | $184,256-46.7% | $80,959+21.2% |
| Participation rate | 33.3% | 83.9%-50.6pp | 86.8%-53.5pp | 67.7%-34.3pp |
| Annual return | 17.10% | 20.01%-2.9pp | 28.85%-11.7pp | 35.67%-18.6pp |
| Employer contribution / active EE | $1,314 | $4,847-72.9% | $6,427-79.5% | $2,757-52.3% |
| Participant deferral / active EE | $4,086 | $7,076-42.3% | $9,133-55.3% | $4,300-5.0% |
| Admin fee / account holder | $2,303 | $10,489-78.0% | $13,899-83.4% | $6,925-66.7% |