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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 | $124,617 | $73,787+68.9% | $98,716+26.2% | $82,448+51.1% |
| Participation rate | 57.7% | 61.4%-3.7pp | 69.3%-11.6pp | 68.1%-10.4pp |
| Annual return | 15.43% | 18.57%-3.1pp | 31.81%-16.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $318 | $1,511-79.0% | $2,279-86.1% | $2,551-87.5% |
| Participant deferral / active EE | $1,641 | $3,081-46.7% | $4,048-59.4% | $4,139-60.3% |
| Admin fee / account holder | $686 | $6,500-89.5% | $8,703-92.1% | $7,234-90.5% |