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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 | $142,335 | $101,798+39.8% | $165,071-13.8% | $80,935+75.9% |
| Participation rate | 56.0% | 71.8%-15.8pp | 78.6%-22.6pp | 67.7%-11.7pp |
| Annual return | 13.30% | 16.73%-3.4pp | 70.17%-56.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $753 | $2,954-74.5% | $4,347-82.7% | $2,757-72.7% |
| Participant deferral / active EE | $2,418 | $4,476-46.0% | $6,035-59.9% | $4,299-43.8% |
| Admin fee / account holder | $3,675 | $8,221-55.3% | $12,695-71.1% | $6,924-46.9% |