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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 | $78,073 | $64,010+22.0% | $108,359-27.9% | $64,340+21.3% |
| Participation rate | 31.4% | 49.4%-18.0pp | 70.1%-38.7pp | 55.2%-23.9pp |
| Annual return | 17.72% | 19.74%-2.0pp | 36.89%-19.2pp | 24.14%-6.4pp |
| Employer contribution / active EE | $104 | $1,029-89.9% | $2,399-95.6% | $1,862-94.4% |
| Participant deferral / active EE | $1,748 | $2,395-27.0% | $4,137-57.7% | $2,980-41.3% |
| Admin fee / account holder | $11,705 | $4,885+139.6% | $9,741+20.2% | $3,703+216.1% |