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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 | $80,144 | $52,306+53.2% | $69,779+14.9% | $62,881+27.5% |
| Participation rate | 21.4% | 67.2%-45.8pp | 71.8%-50.4pp | 69.3%-47.9pp |
| Annual return | 7.45% | 13.35%-5.9pp | 12.99%-5.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $285 | $1,799-84.2% | $2,338-87.8% | $2,281-87.5% |
| Participant deferral / active EE | $1,669 | $2,395-30.3% | $2,931-43.1% | $3,203-47.9% |
| Admin fee / account holder | $7,000 | $3,691+89.6% | $4,381+59.8% | $4,296+63.0% |