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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 | $121,362 | $87,106+39.3% | $105,607+14.9% | $80,935+49.9% |
| Participation rate | 53.9% | 70.4%-16.5pp | 75.3%-21.3pp | 67.7%-13.7pp |
| Annual return | 17.48% | 17.01%+0.5pp | 116.11%-98.6pp | 35.66%-18.2pp |
| Employer contribution / active EE | $294 | $2,396-87.7% | $3,167-90.7% | $2,757-89.3% |
| Participant deferral / active EE | $2,184 | $3,986-45.2% | $5,011-56.4% | $4,299-49.2% |
| Admin fee / account holder | $2,138 | $8,447-74.7% | $10,958-80.5% | $6,924-69.1% |