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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 | $131,414 | $95,453+37.7% | $112,040+17.3% | $82,448+59.4% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 14.82% | 23.92%-9.1pp | 24.52%-9.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $359 | $2,318-84.5% | $2,954-87.9% | $2,551-85.9% |
| Participant deferral / active EE | $2,454 | $4,224-41.9% | $5,098-51.9% | $4,139-40.7% |
| Admin fee / account holder | $51,612 | $9,013+472.6% | $12,098+326.6% | $7,234+613.4% |