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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 | $146,765 | $86,919+68.9% | $102,457+43.2% | $80,911+81.4% |
| Participation rate | 34.5% | 72.4%-37.9pp | 76.5%-42.0pp | 67.6%-33.2pp |
| Annual return | 30.33% | 18.90%+11.4pp | 29.41%+0.9pp | 35.63%-5.3pp |
| Employer contribution / active EE | $138 | $2,368-94.2% | $3,022-95.4% | $2,756-95.0% |
| Participant deferral / active EE | $2,008 | $4,119-51.3% | $5,054-60.3% | $4,297-53.3% |
| Admin fee / account holder | $2,997 | $8,049-62.8% | $9,451-68.3% | $6,935-56.8% |