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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 | $102,142 | $78,423+30.2% | $95,964+6.4% | $79,856+27.9% |
| Participation rate | 40.4% | 73.5%-33.1pp | 77.1%-36.7pp | 69.6%-29.3pp |
| Annual return | 15.83% | 19.37%-3.5pp | 91.64%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $383 | $1,945-80.3% | $2,541-84.9% | $2,471-84.5% |
| Participant deferral / active EE | $1,938 | $3,440-43.7% | $4,167-53.5% | $3,741-48.2% |
| Admin fee / account holder | $2,741 | $5,622-51.2% | $6,797-59.7% | $5,306-48.3% |