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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 | $142,574 | $176,786-19.4% | $146,643-2.8% | $167,536-14.9% |
| Participation rate | 42.9% | 83.6%-40.8pp | 80.1%-37.2pp | 82.1%-39.3pp |
| Annual return | 16.43% | 24.04%-7.6pp | 22.75%-6.3pp | 478.82%-462.4pp |
| Employer contribution / active EE | $1,023 | $5,161-80.2% | $4,137-75.3% | $4,839-78.9% |
| Participant deferral / active EE | $2,046 | $6,440-68.2% | $5,506-62.8% | $6,342-67.7% |
| Admin fee / account holder | $2,428 | $13,262-81.7% | $10,280-76.4% | $12,315-80.3% |