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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 | $91,712 | $57,350+59.9% | $83,850+9.4% | $64,181+42.9% |
| Participation rate | 24.6% | 68.6%-44.0pp | 76.1%-51.6pp | 69.6%-45.0pp |
| Annual return | 9.86% | 11.38%-1.5pp | 850.92%-841.1pp | 7.63%+2.2pp |
| Employer contribution / active EE | $440 | $2,545-82.7% | $3,631-87.9% | $2,381-81.5% |
| Participant deferral / active EE | $1,336 | $2,993-55.3% | $4,082-67.3% | $3,470-61.5% |
| Admin fee / account holder | $7,676 | $4,046+89.7% | $5,478+40.1% | $4,887+57.1% |