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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 | $127,546 | $89,259+42.9% | $107,187+19.0% | $82,637+54.3% |
| Participation rate | 48.2% | 67.9%-19.7pp | 75.0%-26.8pp | 68.1%-19.8pp |
| Annual return | 17.46% | 21.02%-3.6pp | 204.55%-187.1pp | 53.51%-36.1pp |
| Employer contribution / active EE | $680 | $3,080-77.9% | $3,782-82.0% | $2,552-73.3% |
| Participant deferral / active EE | $4,200 | $4,037+4.0% | $5,096-17.6% | $4,126+1.8% |
| Admin fee / account holder | $10,542 | $7,381+42.8% | $9,162+15.1% | $7,339+43.6% |