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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 | $113,211 | $91,120+24.2% | $161,149-29.7% | $64,097+76.6% |
| Participation rate | 43.1% | 62.2%-19.1pp | 78.8%-35.7pp | 55.2%-12.1pp |
| Annual return | 15.63% | 17.95%-2.3pp | 21.16%-5.5pp | 34.64%-19.0pp |
| Employer contribution / active EE | $462 | $2,284-79.8% | $4,360-89.4% | $1,891-75.6% |
| Participant deferral / active EE | $3,600 | $3,708-2.9% | $6,153-41.5% | $3,080+16.9% |
| Admin fee / account holder | $3,921 | $4,535-13.5% | $15,194-74.2% | $3,454+13.5% |