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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 | $136,064 | $81,334+67.3% | $113,397+20.0% | $64,097+112.3% |
| Participation rate | 47.9% | 65.6%-17.7pp | 76.5%-28.6pp | 55.2%-7.3pp |
| Annual return | 17.49% | 32.50%-15.0pp | 23.20%-5.7pp | 34.64%-17.1pp |
| Employer contribution / active EE | $551 | $2,077-73.5% | $2,977-81.5% | $1,891-70.9% |
| Participant deferral / active EE | $2,508 | $3,795-33.9% | $5,076-50.6% | $3,080-18.6% |
| Admin fee / account holder | $6,822 | $4,208+62.1% | $11,957-42.9% | $3,454+97.5% |