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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 | $125,023 | $106,864+17.0% | $147,318-15.1% | $82,637+51.3% |
| Participation rate | 58.2% | 75.5%-17.3pp | 82.1%-23.9pp | 68.1%-9.9pp |
| Annual return | 17.21% | 27.49%-10.3pp | 70.43%-53.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $658 | $3,417-80.7% | $4,593-85.7% | $2,552-74.2% |
| Participant deferral / active EE | $4,288 | $6,496-34.0% | $7,906-45.8% | $4,126+3.9% |
| Admin fee / account holder | $18,774 | $8,415+123.1% | $13,708+37.0% | $7,339+155.8% |