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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 | $130,086 | $97,648+33.2% | $121,663+6.9% | $87,485+48.7% |
| Participation rate | 57.5% | 70.5%-13.0pp | 74.5%-17.0pp | 68.9%-11.5pp |
| Annual return | 15.90% | 18.03%-2.1pp | 147.54%-131.6pp | 26.06%-10.2pp |
| Employer contribution / active EE | $643 | $2,300-72.1% | $3,020-78.7% | $2,596-75.2% |
| Participant deferral / active EE | $2,658 | $3,923-32.2% | $4,887-45.6% | $4,274-37.8% |
| Admin fee / account holder | $2,435 | $11,100-78.1% | $14,289-83.0% | $7,775-68.7% |