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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 | $128,979 | $95,404+35.2% | $113,397+13.7% | $82,637+56.1% |
| Participation rate | 27.6% | 72.8%-45.2pp | 76.5%-48.9pp | 68.1%-40.4pp |
| Annual return | 12.69% | 19.08%-6.4pp | 23.20%-10.5pp | 53.51%-40.8pp |
| Employer contribution / active EE | $340 | $2,307-85.3% | $2,977-88.6% | $2,552-86.7% |
| Participant deferral / active EE | $2,161 | $4,220-48.8% | $5,076-57.4% | $4,126-47.6% |
| Admin fee / account holder | $3,691 | $9,168-59.7% | $11,957-69.1% | $7,339-49.7% |