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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 | $115,468 | $94,699+21.9% | $185,441-37.7% | $65,306+76.8% |
| Participation rate | 37.7% | 64.2%-26.5pp | 80.3%-42.5pp | 57.7%-19.9pp |
| Annual return | 18.31% | 16.71%+1.6pp | 20.16%-1.9pp | 21.94%-3.6pp |
| Employer contribution / active EE | $45 | $2,381-98.1% | $4,672-99.0% | $1,967-97.7% |
| Participant deferral / active EE | $1,736 | $3,568-51.3% | $6,152-71.8% | $2,959-41.3% |
| Admin fee / account holder | $5,494 | $4,797+14.5% | $17,890-69.3% | $3,480+57.9% |