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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 | $137,947 | $101,795+35.5% | $165,100-16.4% | $80,959+70.4% |
| Participation rate | 36.7% | 71.8%-35.2pp | 78.6%-42.0pp | 67.7%-31.0pp |
| Annual return | 13.70% | 16.73%-3.0pp | 70.21%-56.5pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,264 | $4,476+17.6% | $6,035-12.8% | $4,300+22.4% |
| Admin fee / account holder | $2,224 | $8,221-73.0% | $12,696-82.5% | $6,925-67.9% |