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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 | $109,371 | $86,919+25.8% | $102,457+6.7% | $80,911+35.2% |
| Participation rate | 54.4% | 72.4%-17.9pp | 76.5%-22.0pp | 67.6%-13.2pp |
| Annual return | 14.06% | 18.90%-4.8pp | 29.41%-15.3pp | 35.63%-21.6pp |
| Employer contribution / active EE | $337 | $2,368-85.8% | $3,022-88.9% | $2,756-87.8% |
| Participant deferral / active EE | $2,497 | $4,119-39.4% | $5,054-50.6% | $4,297-41.9% |
| Admin fee / account holder | $12,360 | $8,049+53.6% | $9,451+30.8% | $6,935+78.2% |