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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 | $127,744 | $88,672+44.1% | $105,223+21.4% | $82,448+54.9% |
| Participation rate | 39.5% | 67.9%-28.4pp | 75.0%-35.5pp | 68.1%-28.5pp |
| Annual return | 14.37% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $161 | $3,048-94.7% | $3,689-95.6% | $2,551-93.7% |
| Participant deferral / active EE | $3,139 | $4,036-22.2% | $5,072-38.1% | $4,139-24.2% |
| Admin fee / account holder | $3,732 | $7,146-47.8% | $8,859-57.9% | $7,234-48.4% |