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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 | $88,672+44.9% | $105,223+22.1% | $82,448+55.8% |
| Participation rate | 46.7% | 67.9%-21.3pp | 75.0%-28.4pp | 68.1%-21.4pp |
| Annual return | 14.95% | 30.86%-15.9pp | 180.65%-165.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $606 | $3,048-80.1% | $3,689-83.6% | $2,551-76.2% |
| Participant deferral / active EE | $2,519 | $4,036-37.6% | $5,072-50.3% | $4,139-39.1% |
| Admin fee / account holder | $4,261 | $7,146-40.4% | $8,859-51.9% | $7,234-41.1% |