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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 | $132,548 | $108,825+21.8% | $156,181-15.1% | $82,448+60.8% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 16.16% | 20.59%-4.4pp | 64.87%-48.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $426 | $2,870-85.2% | $4,294-90.1% | $2,551-83.3% |
| Participant deferral / active EE | $3,924 | $4,577-14.3% | $6,132-36.0% | $4,139-5.2% |
| Admin fee / account holder | $2,622 | $9,341-71.9% | $14,586-82.0% | $7,234-63.8% |