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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 | $128,466 | $93,345+37.6% | $119,126+7.8% | $87,485+46.8% |
| Participation rate | 46.7% | 68.7%-22.1pp | 75.8%-29.1pp | 68.9%-22.3pp |
| Annual return | 14.95% | 19.08%-4.1pp | 282.11%-267.2pp | 26.06%-11.1pp |
| Employer contribution / active EE | $606 | $3,172-80.9% | $4,034-85.0% | $2,596-76.7% |
| Participant deferral / active EE | $2,519 | $4,099-38.5% | $5,318-52.6% | $4,274-41.1% |
| Admin fee / account holder | $4,261 | $8,039-47.0% | $10,693-60.2% | $7,775-45.2% |