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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 | $121,491 | $86,940+39.7% | $102,434+18.6% | $80,935+50.1% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 13.09% | 18.89%-5.8pp | 29.46%-16.4pp | 35.66%-22.6pp |
| Employer contribution / active EE | $420 | $2,370-82.3% | $3,023-86.1% | $2,757-84.8% |
| Participant deferral / active EE | $2,533 | $4,121-38.5% | $5,055-49.9% | $4,299-41.1% |
| Admin fee / account holder | $4,875 | $8,047-39.4% | $9,462-48.5% | $6,924-29.6% |