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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 | $103,248 | $78,690+31.2% | $161,489-36.1% | $87,485+18.0% |
| Participation rate | 19.4% | 67.5%-48.1pp | 78.7%-59.3pp | 68.9%-49.6pp |
| Annual return | 21.56% | 32.74%-11.2pp | 89.72%-68.2pp | 26.06%-4.5pp |
| Employer contribution / active EE | $278 | $2,588-89.3% | $4,268-93.5% | $2,596-89.3% |
| Participant deferral / active EE | $2,236 | $3,311-32.5% | $5,630-60.3% | $4,274-47.7% |
| Admin fee / account holder | $5,573 | $6,724-17.1% | $16,006-65.2% | $7,775-28.3% |