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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 | $174,975 | $108,825+60.8% | $156,181+12.0% | $82,448+112.2% |
| Participation rate | 31.1% | 72.4%-41.3pp | 78.8%-47.7pp | 68.1%-37.0pp |
| Annual return | 16.77% | 20.59%-3.8pp | 64.87%-48.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $293 | $2,870-89.8% | $4,294-93.2% | $2,551-88.5% |
| Participant deferral / active EE | $2,316 | $4,577-49.4% | $6,132-62.2% | $4,139-44.0% |
| Admin fee / account holder | $4,954 | $9,341-47.0% | $14,586-66.0% | $7,234-31.5% |