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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 | $134,467 | $58,627+129.4% | $76,735+75.2% | $82,448+63.1% |
| Participation rate | 25.0% | 63.2%-38.2pp | 69.5%-44.5pp | 68.1%-43.1pp |
| Annual return | 19.13% | 39.10%-20.0pp | 29.77%-10.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $105 | $1,729-93.9% | $2,454-95.7% | $2,551-95.9% |
| Participant deferral / active EE | $1,295 | $3,134-58.7% | $4,088-68.3% | $4,139-68.7% |
| Admin fee / account holder | $2,642 | $5,323-50.4% | $7,189-63.3% | $7,234-63.5% |