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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 | $104,216 | $71,230+46.3% | $93,727+11.2% | $80,959+28.7% |
| Participation rate | 41.7% | 60.4%-18.7pp | 68.7%-27.0pp | 67.7%-26.0pp |
| Annual return | 10.20% | 11.26%-1.1pp | 133.83%-123.6pp | 35.67%-25.5pp |
| Employer contribution / active EE | $288 | $1,565-81.6% | $2,421-88.1% | $2,757-89.5% |
| Participant deferral / active EE | $2,133 | $4,037-47.2% | $4,417-51.7% | $4,300-50.4% |
| Admin fee / account holder | $6,520 | $6,961-6.3% | $8,292-21.4% | $6,925-5.9% |