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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 | $116,016 | $80,985+43.3% | $96,576+20.1% | $75,181+54.3% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 14.11% | 27.05%-12.9pp | 25.87%-11.8pp | 160.69%-146.6pp |
| Employer contribution / active EE | $344 | $2,282-84.9% | $2,965-88.4% | $2,671-87.1% |
| Participant deferral / active EE | $3,795 | $3,929-3.4% | $4,851-21.8% | $4,126-8.0% |
| Admin fee / account holder | $3,085 | $6,719-54.1% | $8,253-62.6% | $5,650-45.4% |