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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 | $122,099 | $76,834+58.9% | $108,359+12.7% | $87,485+39.6% |
| Participation rate | 29.6% | 61.7%-32.2pp | 70.1%-40.5pp | 68.9%-39.4pp |
| Annual return | 14.73% | 19.09%-4.4pp | 36.89%-22.2pp | 26.06%-11.3pp |
| Employer contribution / active EE | $117 | $1,556-92.5% | $2,399-95.1% | $2,596-95.5% |
| Participant deferral / active EE | $2,808 | $3,100-9.4% | $4,137-32.1% | $4,274-34.3% |
| Admin fee / account holder | $3,040 | $6,537-53.5% | $9,741-68.8% | $7,775-60.9% |