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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 | $110,392 | $81,504+35.4% | $102,437+7.8% | $80,959+36.4% |
| Participation rate | 39.4% | 66.9%-27.5pp | 74.5%-35.1pp | 67.7%-28.3pp |
| Annual return | 14.33% | 25.60%-11.3pp | 24.95%-10.6pp | 35.67%-21.3pp |
| Employer contribution / active EE | $360 | $3,104-88.4% | $3,871-90.7% | $2,757-86.9% |
| Participant deferral / active EE | $3,177 | $3,871-17.9% | $5,060-37.2% | $4,300-26.1% |
| Admin fee / account holder | $2,916 | $6,719-56.6% | $8,388-65.2% | $6,925-57.9% |