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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 | $122,247 | $81,457+50.1% | $103,378+18.3% | $80,911+51.1% |
| Participation rate | 44.7% | 66.8%-22.1pp | 74.5%-29.8pp | 67.6%-22.9pp |
| Annual return | 11.48% | 25.58%-14.1pp | 24.91%-13.4pp | 35.63%-24.2pp |
| Employer contribution / active EE | $574 | $3,107-81.5% | $3,870-85.2% | $2,756-79.2% |
| Participant deferral / active EE | $2,532 | $3,871-34.6% | $5,058-49.9% | $4,297-41.1% |
| Admin fee / account holder | $3,771 | $6,717-43.9% | $8,401-55.1% | $6,935-45.6% |