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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 | $173,587 | $101,752+70.6% | $164,928+5.2% | $80,911+114.5% |
| Participation rate | 41.9% | 71.8%-29.9pp | 78.6%-36.7pp | 67.6%-25.7pp |
| Annual return | 15.48% | 16.73%-1.2pp | 70.08%-54.6pp | 35.63%-20.1pp |
| Employer contribution / active EE | $563 | $2,953-80.9% | $4,343-87.0% | $2,756-79.6% |
| Participant deferral / active EE | $2,917 | $4,477-34.8% | $6,034-51.7% | $4,297-32.1% |
| Admin fee / account holder | $5,244 | $8,218-36.2% | $12,684-58.7% | $6,935-24.4% |