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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 | $141,925 | $81,276+74.6% | $155,574-8.8% | $80,925+75.4% |
| Participation rate | 34.5% | 66.2%-31.7pp | 78.2%-43.7pp | 67.7%-33.1pp |
| Annual return | 15.36% | 33.36%-18.0pp | 64.87%-49.5pp | 35.65%-20.3pp |
| Employer contribution / active EE | $228 | $3,103-92.6% | $4,676-95.1% | $2,756-91.7% |
| Participant deferral / active EE | $1,291 | $3,453-62.6% | $5,629-77.1% | $4,299-70.0% |
| Admin fee / account holder | $4,327 | $7,993-45.9% | $15,914-72.8% | $6,940-37.7% |