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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 | $154,014 | $100,194+53.7% | $122,979+25.2% | $86,983+77.1% |
| Participation rate | 43.3% | 73.0%-29.6pp | 77.2%-33.9pp | 69.5%-26.2pp |
| Annual return | 12.08% | 16.47%-4.4pp | 20.12%-8.0pp | 25.83%-13.7pp |
| Employer contribution / active EE | $401 | $2,326-82.8% | $3,062-86.9% | $2,584-84.5% |
| Participant deferral / active EE | $3,800 | $4,133-8.1% | $5,003-24.0% | $4,194-9.4% |
| Admin fee / account holder | $5,130 | $10,148-49.4% | $12,864-60.1% | $7,856-34.7% |