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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 | $136,147 | $95,404+42.7% | $113,397+20.1% | $82,637+64.8% |
| Participation rate | 61.0% | 72.8%-11.8pp | 76.5%-15.5pp | 68.1%-7.1pp |
| Annual return | 13.00% | 19.08%-6.1pp | 23.20%-10.2pp | 53.51%-40.5pp |
| Employer contribution / active EE | $635 | $2,307-72.5% | $2,977-78.7% | $2,552-75.1% |
| Participant deferral / active EE | $2,657 | $4,220-37.0% | $5,076-47.7% | $4,126-35.6% |
| Admin fee / account holder | $42,006 | $9,168+358.2% | $11,957+251.3% | $7,339+472.4% |