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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 | $143,523 | $65,246+120.0% | $98,716+45.4% | $67,986+111.1% |
| Participation rate | 28.3% | 51.4%-23.1pp | 69.3%-41.0pp | 57.2%-28.9pp |
| Annual return | 13.99% | 20.58%-6.6pp | 31.81%-17.8pp | 31.67%-17.7pp |
| Employer contribution / active EE | $95 | $1,042-90.9% | $2,279-95.8% | $2,019-95.3% |
| Participant deferral / active EE | $1,333 | $2,594-48.6% | $4,048-67.1% | $3,358-60.3% |
| Admin fee / account holder | $4,546 | $4,561-0.3% | $8,703-47.8% | $3,203+41.9% |