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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 | $102,668 | $63,456+61.8% | $100,712+1.9% | $64,097+60.2% |
| Participation rate | 35.3% | 49.7%-14.3pp | 69.3%-33.9pp | 55.2%-19.9pp |
| Annual return | 15.12% | 19.65%-4.5pp | 33.27%-18.1pp | 34.64%-19.5pp |
| Employer contribution / active EE | $159 | $1,003-84.2% | $2,313-93.1% | $1,891-91.6% |
| Participant deferral / active EE | $1,019 | $2,463-58.6% | $4,085-75.0% | $3,080-66.9% |
| Admin fee / account holder | $6,093 | $4,808+26.7% | $9,256-34.2% | $3,454+76.4% |