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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 | $74,535+111.0% | $100,712+56.2% | $82,637+90.3% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.3%-29.3pp | 68.1%-28.1pp |
| Annual return | 15.42% | 18.92%-3.5pp | 33.27%-17.8pp | 53.51%-38.1pp |
| Employer contribution / active EE | $215 | $1,503-85.7% | $2,313-90.7% | $2,552-91.6% |
| Participant deferral / active EE | $1,536 | $3,074-50.0% | $4,085-62.4% | $4,126-62.8% |
| Admin fee / account holder | $3,122 | $6,576-52.5% | $9,256-66.3% | $7,339-57.5% |