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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 | $134,907 | $97,648+38.2% | $121,663+10.9% | $87,485+54.2% |
| Participation rate | 43.4% | 70.5%-27.1pp | 74.5%-31.1pp | 68.9%-25.5pp |
| Annual return | 13.39% | 18.03%-4.6pp | 147.54%-134.1pp | 26.06%-12.7pp |
| Employer contribution / active EE | $381 | $2,300-83.4% | $3,020-87.4% | $2,596-85.3% |
| Participant deferral / active EE | $3,173 | $3,923-19.1% | $4,887-35.1% | $4,274-25.8% |
| Admin fee / account holder | $8,307 | $11,100-25.2% | $14,289-41.9% | $7,775+6.8% |