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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 | $104,455 | $95,453+9.4% | $112,040-6.8% | $82,448+26.7% |
| Participation rate | 39.2% | 72.8%-33.5pp | 76.5%-37.3pp | 68.1%-28.8pp |
| Annual return | 15.92% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $444 | $2,318-80.8% | $2,954-85.0% | $2,551-82.6% |
| Participant deferral / active EE | $2,602 | $4,224-38.4% | $5,098-49.0% | $4,139-37.1% |
| Admin fee / account holder | $29,672 | $9,013+229.2% | $12,098+145.3% | $7,234+310.2% |