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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 | $129,787 | $90,400+43.6% | $186,193-30.3% | $87,485+48.4% |
| Participation rate | 33.3% | 66.2%-32.9pp | 77.1%-43.8pp | 68.9%-35.6pp |
| Annual return | 15.73% | 22.15%-6.4pp | 78.03%-62.3pp | 26.06%-10.3pp |
| Employer contribution / active EE | $335 | $2,170-84.5% | $3,918-91.4% | $2,596-87.1% |
| Participant deferral / active EE | $2,055 | $4,330-52.5% | $6,513-68.5% | $4,274-51.9% |
| Admin fee / account holder | $20,938 | $8,673+141.4% | $11,058+89.4% | $7,775+169.3% |