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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 | $143,257 | $88,672+61.6% | $105,223+36.1% | $82,448+73.8% |
| Participation rate | 31.7% | 67.9%-36.2pp | 75.0%-43.3pp | 68.1%-36.4pp |
| Annual return | 25.47% | 30.86%-5.4pp | 180.65%-155.2pp | 41.64%-16.2pp |
| Employer contribution / active EE | $356 | $3,048-88.3% | $3,689-90.4% | $2,551-86.1% |
| Participant deferral / active EE | $2,217 | $4,036-45.1% | $5,072-56.3% | $4,139-46.5% |
| Admin fee / account holder | $6,952 | $7,146-2.7% | $8,859-21.5% | $7,234-3.9% |