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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 | $136,696 | $81,487+67.8% | $102,412+33.5% | $80,935+68.9% |
| Participation rate | 20.0% | 66.8%-46.8pp | 74.5%-54.5pp | 67.7%-47.7pp |
| Annual return | 15.79% | 25.60%-9.8pp | 24.94%-9.1pp | 35.66%-19.9pp |
| Employer contribution / active EE | $18 | $3,103-99.4% | $3,870-99.5% | $2,757-99.4% |
| Participant deferral / active EE | $2,921 | $3,871-24.5% | $5,060-42.3% | $4,299-32.1% |
| Admin fee / account holder | $671 | $6,717-90.0% | $8,388-92.0% | $6,924-90.3% |