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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 | $91,013 | $101,778-10.6% | $164,975-44.8% | $80,925+12.5% |
| Participation rate | 34.0% | 71.8%-37.9pp | 78.6%-44.7pp | 67.7%-33.7pp |
| Annual return | 31.15% | 16.73%+14.4pp | 70.12%-39.0pp | 35.65%-4.5pp |
| Employer contribution / active EE | $724 | $2,954-75.5% | $4,343-83.3% | $2,756-73.7% |
| Participant deferral / active EE | $2,131 | $4,477-52.4% | $6,033-64.7% | $4,299-50.4% |
| Admin fee / account holder | $5,738 | $8,221-30.2% | $12,688-54.8% | $6,940-17.3% |