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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 | $128,283 | $86,940+47.6% | $102,434+25.2% | $80,935+58.5% |
| Participation rate | 46.3% | 72.4%-26.1pp | 76.5%-30.2pp | 67.7%-21.4pp |
| Annual return | 14.96% | 18.89%-3.9pp | 29.46%-14.5pp | 35.66%-20.7pp |
| Employer contribution / active EE | $532 | $2,370-77.6% | $3,023-82.4% | $2,757-80.7% |
| Participant deferral / active EE | $1,958 | $4,121-52.5% | $5,055-61.3% | $4,299-54.5% |
| Admin fee / account holder | $40,231 | $8,047+399.9% | $9,462+325.2% | $6,924+481.0% |