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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 | $88,317 | $80,763+9.4% | $102,412-13.8% | $74,459+18.6% |
| Participation rate | 41.8% | 65.7%-23.9pp | 74.5%-32.8pp | 67.2%-25.5pp |
| Annual return | 14.65% | 27.57%-12.9pp | 24.94%-10.3pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $631 | $3,160-80.0% | $3,870-83.7% | $2,626-76.0% |
| Participant deferral / active EE | $2,626 | $3,862-32.0% | $5,060-48.1% | $4,350-39.6% |
| Admin fee / account holder | $2,337 | $2,371-1.4% | $8,388-72.1% | $1,945+20.2% |