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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 | $149,923 | $97,550+53.7% | $120,344+24.6% | $87,485+71.4% |
| Participation rate | 61.4% | 72.8%-11.5pp | 76.7%-15.3pp | 68.9%-7.6pp |
| Annual return | 13.57% | 18.41%-4.8pp | 20.30%-6.7pp | 26.06%-12.5pp |
| Employer contribution / active EE | $8 | $2,291-99.6% | $3,020-99.7% | $2,596-99.7% |
| Participant deferral / active EE | $3,303 | $4,230-21.9% | $5,135-35.7% | $4,274-22.7% |
| Admin fee / account holder | $4,311 | $9,543-54.8% | $12,742-66.2% | $7,775-44.6% |