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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 | $96,731+32.1% | $123,973+3.0% | $86,983+46.9% |
| Participation rate | 39.5% | 70.0%-30.5pp | 76.7%-37.1pp | 69.5%-30.0pp |
| Annual return | 14.37% | 17.33%-3.0pp | 388.13%-373.8pp | 25.83%-11.5pp |
| Employer contribution / active EE | $161 | $3,297-95.1% | $4,126-96.1% | $2,584-93.8% |
| Participant deferral / active EE | $3,139 | $4,152-24.4% | $5,247-40.2% | $4,194-25.1% |
| Admin fee / account holder | $3,732 | $8,722-57.2% | $11,799-68.4% | $7,856-52.5% |