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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 | $111,316 | $67,411+65.1% | $91,004+22.3% | $70,124+58.7% |
| Participation rate | 53.8% | 71.4%-17.5pp | 75.6%-21.8pp | 69.5%-15.7pp |
| Annual return | 17.07% | -40.16%+57.2pp | 4.60%+12.5pp | 73.14%-56.1pp |
| Employer contribution / active EE | $176 | $1,786-90.1% | $2,456-92.8% | $2,342-92.5% |
| Participant deferral / active EE | $1,898 | $2,823-32.8% | $3,548-46.5% | $3,332-43.0% |
| Admin fee / account holder | $1,203 | $4,236-71.6% | $5,417-77.8% | $4,645-74.1% |