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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 | $113,375 | $68,880+64.6% | $120,580-6.0% | $80,959+40.0% |
| Participation rate | 33.0% | 61.7%-28.7pp | 72.0%-39.0pp | 67.7%-34.7pp |
| Annual return | 12.14% | 23.68%-11.5pp | 107.48%-95.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $307 | $2,066-85.1% | $3,469-91.1% | $2,757-88.9% |
| Participant deferral / active EE | $1,685 | $3,191-47.2% | $4,995-66.3% | $4,300-60.8% |
| Admin fee / account holder | $30,924 | $5,785+434.6% | $9,418+228.3% | $6,925+346.5% |