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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 | $121,511 | $86,940+39.8% | $102,434+18.6% | $80,935+50.1% |
| Participation rate | 60.3% | 72.4%-12.1pp | 76.5%-16.2pp | 67.7%-7.4pp |
| Annual return | 13.55% | 18.89%-5.3pp | 29.46%-15.9pp | 35.66%-22.1pp |
| Employer contribution / active EE | $491 | $2,370-79.3% | $3,023-83.8% | $2,757-82.2% |
| Participant deferral / active EE | $2,975 | $4,121-27.8% | $5,055-41.2% | $4,299-30.8% |
| Admin fee / account holder | $6,131 | $8,047-23.8% | $9,462-35.2% | $6,924-11.5% |