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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 | $150,955 | $94,031+60.5% | $115,768+30.4% | $82,448+83.1% |
| Participation rate | 36.0% | 70.4%-34.4pp | 74.4%-38.3pp | 68.1%-32.0pp |
| Annual return | 14.68% | 20.61%-5.9pp | 100.46%-85.8pp | 41.64%-27.0pp |
| Employer contribution / active EE | $209 | $2,323-91.0% | $2,940-92.9% | $2,551-91.8% |
| Participant deferral / active EE | $2,486 | $3,972-37.4% | $4,917-49.4% | $4,139-39.9% |
| Admin fee / account holder | $5,714 | $10,249-44.2% | $12,439-54.1% | $7,234-21.0% |