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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 | $124,656 | $73,787+68.9% | $98,716+26.3% | $82,448+51.2% |
| Participation rate | 45.9% | 61.4%-15.5pp | 69.3%-23.4pp | 68.1%-22.2pp |
| Annual return | 14.21% | 18.57%-4.4pp | 31.81%-17.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $290 | $1,511-80.8% | $2,279-87.3% | $2,551-88.6% |
| Participant deferral / active EE | $2,952 | $3,081-4.2% | $4,048-27.1% | $4,139-28.7% |
| Admin fee / account holder | $8,044 | $6,500+23.7% | $8,703-7.6% | $7,234+11.2% |