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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 | $147,387 | $87,037+69.3% | $106,201+38.8% | $80,874+82.2% |
| Participation rate | 56.9% | 70.4%-13.5pp | 75.3%-18.4pp | 67.6%-10.8pp |
| Annual return | 12.80% | 17.05%-4.2pp | 116.26%-103.5pp | 35.62%-22.8pp |
| Employer contribution / active EE | $307 | $2,396-87.2% | $3,170-90.3% | $2,756-88.9% |
| Participant deferral / active EE | $3,726 | $3,986-6.5% | $5,012-25.7% | $4,297-13.3% |
| Admin fee / account holder | $19,575 | $8,434+132.1% | $11,039+77.3% | $6,935+182.3% |