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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 | $111,676 | $81,446+37.1% | $103,374+8.0% | $80,874+38.1% |
| Participation rate | 47.7% | 66.9%-19.1pp | 74.5%-26.8pp | 67.6%-19.9pp |
| Annual return | 11.78% | 25.57%-13.8pp | 24.89%-13.1pp | 35.62%-23.8pp |
| Employer contribution / active EE | $553 | $3,107-82.2% | $3,869-85.7% | $2,756-79.9% |
| Participant deferral / active EE | $3,588 | $3,870-7.3% | $5,058-29.0% | $4,297-16.5% |
| Admin fee / account holder | $7,294 | $6,715+8.6% | $8,394-13.1% | $6,935+5.2% |