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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 | $88,128 | $86,938+1.4% | $102,423-14.0% | $80,925+8.9% |
| Participation rate | 22.7% | 72.4%-49.7pp | 76.5%-53.8pp | 67.7%-44.9pp |
| Annual return | 14.15% | 18.89%-4.7pp | 29.42%-15.3pp | 35.65%-21.5pp |
| Employer contribution / active EE | $665 | $2,369-71.9% | $3,023-78.0% | $2,756-75.9% |
| Participant deferral / active EE | $2,081 | $4,120-49.5% | $5,054-58.8% | $4,299-51.6% |
| Admin fee / account holder | $25,861 | $8,053+221.2% | $9,455+173.5% | $6,940+272.6% |