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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 | $154,529 | $93,345+65.5% | $119,126+29.7% | $87,485+76.6% |
| Participation rate | 47.0% | 68.7%-21.8pp | 75.8%-28.8pp | 68.9%-22.0pp |
| Annual return | 18.37% | 19.08%-0.7pp | 282.11%-263.7pp | 26.06%-7.7pp |
| Employer contribution / active EE | $633 | $3,172-80.0% | $4,034-84.3% | $2,596-75.6% |
| Participant deferral / active EE | $3,435 | $4,099-16.2% | $5,318-35.4% | $4,274-19.6% |
| Admin fee / account holder | $3,325 | $8,039-58.6% | $10,693-68.9% | $7,775-57.2% |