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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 | $157,276 | $73,787+113.1% | $98,716+59.3% | $82,448+90.8% |
| Participation rate | 40.0% | 61.4%-21.4pp | 69.3%-29.3pp | 68.1%-28.1pp |
| Annual return | 15.42% | 18.57%-3.1pp | 31.81%-16.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $215 | $1,511-85.8% | $2,279-90.6% | $2,551-91.6% |
| Participant deferral / active EE | $1,536 | $3,081-50.2% | $4,048-62.1% | $4,139-62.9% |
| Admin fee / account holder | $3,122 | $6,500-52.0% | $8,703-64.1% | $7,234-56.8% |