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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 | $105,821 | $63,773+65.9% | $81,286+30.2% | $80,925+30.8% |
| Participation rate | 50.0% | 63.9%-13.9pp | 69.5%-19.5pp | 67.7%-17.7pp |
| Annual return | 14.22% | 16.37%-2.1pp | 24.80%-10.6pp | 35.65%-21.4pp |
| Employer contribution / active EE | $417 | $1,979-79.0% | $2,463-83.1% | $2,756-84.9% |
| Participant deferral / active EE | $2,095 | $3,093-32.3% | $3,883-46.0% | $4,299-51.3% |
| Admin fee / account holder | $4,303 | $5,682-24.3% | $5,764-25.3% | $6,940-38.0% |