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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 | $88,385 | $71,523+23.6% | $98,461-10.2% | $71,511+23.6% |
| Participation rate | 40.5% | 72.7%-32.2pp | 75.2%-34.6pp | 67.9%-27.4pp |
| Annual return | 17.18% | 32.43%-15.3pp | 21.17%-4.0pp | 28.86%-11.7pp |
| Employer contribution / active EE | $420 | $2,399-82.5% | $3,049-86.2% | $2,589-83.8% |
| Participant deferral / active EE | $2,839 | $4,109-30.9% | $4,738-40.1% | $4,291-33.8% |
| Admin fee / account holder | $5,230 | $1,676+212.0% | $8,961-41.6% | $1,588+229.2% |