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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 | $119,479 | $79,955+49.4% | $98,461+21.3% | $75,173+58.9% |
| Participation rate | 58.1% | 70.4%-12.3pp | 75.2%-17.1pp | 67.2%-9.1pp |
| Annual return | 14.25% | 19.75%-5.5pp | 21.17%-6.9pp | 160.72%-146.5pp |
| Employer contribution / active EE | $381 | $2,264-83.2% | $3,049-87.5% | $2,671-85.7% |
| Participant deferral / active EE | $2,554 | $3,752-31.9% | $4,738-46.1% | $4,126-38.1% |
| Admin fee / account holder | $28,385 | $6,841+314.9% | $8,961+216.8% | $5,651+402.3% |