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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 | $112,930 | $64,517+75.0% | $81,438+38.7% | $80,874+39.6% |
| Participation rate | 47.2% | 63.9%-16.7pp | 69.5%-22.3pp | 67.6%-20.5pp |
| Annual return | 13.65% | 16.35%-2.7pp | 24.74%-11.1pp | 35.62%-22.0pp |
| Employer contribution / active EE | $310 | $1,982-84.3% | $2,460-87.4% | $2,756-88.7% |
| Participant deferral / active EE | $3,341 | $3,096+7.9% | $3,883-13.9% | $4,297-22.2% |
| Admin fee / account holder | $3,348 | $5,677-41.0% | $5,764-41.9% | $6,935-51.7% |