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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 | $113,797 | $81,487+39.7% | $102,412+11.1% | $80,935+40.6% |
| Participation rate | 25.0% | 66.8%-41.8pp | 74.5%-49.5pp | 67.7%-42.7pp |
| Annual return | 11.45% | 25.60%-14.1pp | 24.94%-13.5pp | 35.66%-24.2pp |
| Employer contribution / active EE | $782 | $3,103-74.8% | $3,870-79.8% | $2,757-71.6% |
| Participant deferral / active EE | $2,304 | $3,871-40.5% | $5,060-54.5% | $4,299-46.4% |
| Admin fee / account holder | $2,085 | $6,717-69.0% | $8,388-75.1% | $6,924-69.9% |