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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 | $115,610 | $72,492+59.5% | $87,104+32.7% | $72,975+58.4% |
| Participation rate | 58.3% | 72.8%-14.5pp | 76.9%-18.5pp | 69.5%-11.2pp |
| Annual return | 32.52% | 24.46%+8.1pp | 28.19%+4.3pp | 81.01%-48.5pp |
| Employer contribution / active EE | $151 | $1,894-92.0% | $2,521-94.0% | $2,440-93.8% |
| Participant deferral / active EE | $1,626 | $3,270-50.3% | $4,048-59.8% | $3,608-54.9% |
| Admin fee / account holder | $4,075 | $5,055-19.4% | $7,491-45.6% | $5,124-20.5% |