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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 | $93,300 | $78,015+19.6% | $178,505-47.7% | $80,959+15.2% |
| Participation rate | 64.3% | 65.7%-1.4pp | 77.1%-12.8pp | 67.7%-3.4pp |
| Annual return | 20.38% | 18.10%+2.3pp | 27.16%-6.8pp | 35.67%-15.3pp |
| Employer contribution / active EE | $55 | $2,281-97.6% | $3,955-98.6% | $2,757-98.0% |
| Participant deferral / active EE | $1,638 | $4,406-62.8% | $6,280-73.9% | $4,300-61.9% |
| Admin fee / account holder | $12,234 | $7,160+70.9% | $10,428+17.3% | $6,925+76.7% |