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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 | $100,594 | $76,696+31.2% | $96,515+4.2% | $71,511+40.7% |
| Participation rate | 19.0% | 66.6%-47.5pp | 74.3%-55.3pp | 67.9%-48.9pp |
| Annual return | 15.58% | 48.32%-32.7pp | 35.73%-20.1pp | 28.86%-13.3pp |
| Employer contribution / active EE | $591 | $3,032-80.5% | $3,740-84.2% | $2,589-77.2% |
| Participant deferral / active EE | $1,686 | $3,770-55.3% | $4,880-65.5% | $4,291-60.7% |
| Admin fee / account holder | $30,397 | $2,030+1397.5% | $6,735+351.3% | $1,588+1813.6% |