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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 | $113,639 | $93,598+21.4% | $135,974-16.4% | $75,173+51.2% |
| Participation rate | 61.7% | 75.2%-13.5pp | 81.9%-20.2pp | 67.2%-5.5pp |
| Annual return | 15.60% | 30.89%-15.3pp | 68.30%-52.7pp | 160.72%-145.1pp |
| Employer contribution / active EE | $490 | $3,538-86.2% | $4,859-89.9% | $2,671-81.7% |
| Participant deferral / active EE | $2,934 | $6,405-54.2% | $7,760-62.2% | $4,126-28.9% |
| Admin fee / account holder | $40,648 | $6,978+482.5% | $10,767+277.5% | $5,651+619.4% |