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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 | $94,031+38.3% | $115,768+12.4% | $82,448+57.8% |
| Participation rate | 57.5% | 70.4%-12.9pp | 74.4%-16.9pp | 68.1%-10.6pp |
| Annual return | 15.90% | 20.61%-4.7pp | 100.46%-84.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $643 | $2,323-72.3% | $2,940-78.1% | $2,551-74.8% |
| Participant deferral / active EE | $2,658 | $3,972-33.1% | $4,917-45.9% | $4,139-35.8% |
| Admin fee / account holder | $2,435 | $10,249-76.2% | $12,439-80.4% | $7,234-66.3% |