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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 | $103,964 | $81,557+27.5% | $123,973-16.1% | $65,191+59.5% |
| Participation rate | 19.4% | 77.8%-58.4pp | 76.7%-57.2pp | 63.0%-43.6pp |
| Annual return | 12.27% | 11.45%+0.8pp | 388.13%-375.9pp | 51.24%-39.0pp |
| Employer contribution / active EE | $369 | $4,637-92.0% | $4,126-91.1% | $2,400-84.6% |
| Participant deferral / active EE | $1,476 | $2,628-43.8% | $5,247-71.9% | $2,671-44.8% |
| Admin fee / account holder | $21,743 | $1,040+1991.5% | $11,799+84.3% | $907+2297.4% |