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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 | $102,783 | $63,845+61.0% | $81,370+26.3% | $80,959+27.0% |
| Participation rate | 47.0% | 63.9%-16.9pp | 69.5%-22.6pp | 67.7%-20.7pp |
| Annual return | 17.20% | 16.37%+0.8pp | 24.85%-7.7pp | 35.67%-18.5pp |
| Employer contribution / active EE | $291 | $1,980-85.3% | $2,464-88.2% | $2,757-89.4% |
| Participant deferral / active EE | $2,210 | $3,093-28.5% | $3,885-43.1% | $4,300-48.6% |
| Admin fee / account holder | $1,091 | $5,688-80.8% | $5,749-81.0% | $6,925-84.3% |