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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 | $95,175 | $73,955+28.7% | $96,520-1.4% | $75,181+26.6% |
| Participation rate | 38.6% | 66.4%-27.8pp | 74.3%-35.7pp | 67.2%-28.6pp |
| Annual return | 26.48% | 26.72%-0.2pp | 35.72%-9.2pp | 160.69%-134.2pp |
| Employer contribution / active EE | $399 | $2,930-86.4% | $3,739-89.3% | $2,671-85.0% |
| Participant deferral / active EE | $2,495 | $3,659-31.8% | $4,879-48.9% | $4,126-39.5% |
| Admin fee / account holder | $2,814 | $5,217-46.1% | $6,733-58.2% | $5,650-50.2% |