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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 | $142,121 | $81,487+74.4% | $102,412+38.8% | $80,935+75.6% |
| Participation rate | 43.7% | 66.8%-23.2pp | 74.5%-30.8pp | 67.7%-24.0pp |
| Annual return | 18.20% | 25.60%-7.4pp | 24.94%-6.7pp | 35.66%-17.5pp |
| Employer contribution / active EE | $543 | $3,103-82.5% | $3,870-86.0% | $2,757-80.3% |
| Participant deferral / active EE | $4,458 | $3,871+15.2% | $5,060-11.9% | $4,299+3.7% |
| Admin fee / account holder | $6,397 | $6,717-4.8% | $8,388-23.7% | $6,924-7.6% |