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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 | $122,099 | $73,787+65.5% | $98,716+23.7% | $82,448+48.1% |
| Participation rate | 29.6% | 61.4%-31.8pp | 69.3%-39.7pp | 68.1%-38.5pp |
| Annual return | 14.73% | 18.57%-3.8pp | 31.81%-17.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $117 | $1,511-92.2% | $2,279-94.8% | $2,551-95.4% |
| Participant deferral / active EE | $2,808 | $3,081-8.9% | $4,048-30.6% | $4,139-32.2% |
| Admin fee / account holder | $3,040 | $6,500-53.2% | $8,703-65.1% | $7,234-58.0% |