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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 | $122,740 | $54,541+125.0% | $78,778+55.8% | $70,126+75.0% |
| Participation rate | 37.2% | 60.8%-23.6pp | 69.2%-32.0pp | 69.5%-32.4pp |
| Annual return | 16.11% | 21.07%-5.0pp | 35.62%-19.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $175 | $1,089-83.9% | $1,986-91.2% | $2,343-92.5% |
| Participant deferral / active EE | $2,456 | $2,210+11.1% | $2,958-17.0% | $3,332-26.3% |
| Admin fee / account holder | $5,560 | $3,709+49.9% | $5,134+8.3% | $4,645+19.7% |