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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 | $154,975 | $106,864+45.0% | $147,318+5.2% | $82,637+87.5% |
| Participation rate | 45.2% | 75.5%-30.3pp | 82.1%-36.9pp | 68.1%-22.9pp |
| Annual return | 15.51% | 27.49%-12.0pp | 70.43%-54.9pp | 53.51%-38.0pp |
| Employer contribution / active EE | $135 | $3,417-96.0% | $4,593-97.1% | $2,552-94.7% |
| Participant deferral / active EE | $5,066 | $6,496-22.0% | $7,906-35.9% | $4,126+22.8% |
| Admin fee / account holder | $3,785 | $8,415-55.0% | $13,708-72.4% | $7,339-48.4% |