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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 | $86,919+39.8% | $102,457+18.6% | $80,911+50.2% |
| Participation rate | 60.3% | 72.4%-12.1pp | 76.5%-16.2pp | 67.6%-7.4pp |
| Annual return | 13.55% | 18.90%-5.3pp | 29.41%-15.9pp | 35.63%-22.1pp |
| Employer contribution / active EE | $491 | $2,368-79.3% | $3,022-83.8% | $2,756-82.2% |
| Participant deferral / active EE | $2,975 | $4,119-27.8% | $5,054-41.1% | $4,297-30.8% |
| Admin fee / account holder | $6,131 | $8,049-23.8% | $9,451-35.1% | $6,935-11.6% |