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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 | $92,769 | $81,504+13.8% | $102,437-9.4% | $80,959+14.6% |
| Participation rate | 34.7% | 66.9%-32.1pp | 74.5%-39.8pp | 67.7%-32.9pp |
| Annual return | 13.14% | 25.60%-12.5pp | 24.95%-11.8pp | 35.67%-22.5pp |
| Employer contribution / active EE | $476 | $3,104-84.7% | $3,871-87.7% | $2,757-82.7% |
| Participant deferral / active EE | $2,014 | $3,871-48.0% | $5,060-60.2% | $4,300-53.2% |
| Admin fee / account holder | $3,769 | $6,719-43.9% | $8,388-55.1% | $6,925-45.6% |