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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 | $103,548 | $125,797-17.7% | $170,043-39.1% | $75,173+37.7% |
| Participation rate | 64.0% | 83.6%-19.6pp | 87.0%-23.0pp | 67.2%-3.2pp |
| Annual return | 25.48% | 27.20%-1.7pp | 53.40%-27.9pp | 160.72%-135.2pp |
| Employer contribution / active EE | $1,022 | $4,616-77.9% | $6,790-84.9% | $2,671-61.7% |
| Participant deferral / active EE | $5,342 | $6,838-21.9% | $10,410-48.7% | $4,126+29.5% |
| Admin fee / account holder | $33,111 | $8,177+305.0% | $12,824+158.2% | $5,651+486.0% |