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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 | $135,939 | $79,894+70.1% | $135,792+0.1% | $82,637+64.5% |
| Participation rate | 30.9% | 63.0%-32.2pp | 72.6%-41.7pp | 68.1%-37.2pp |
| Annual return | 14.34% | 17.20%-2.9pp | 25.96%-11.6pp | 53.51%-39.2pp |
| Employer contribution / active EE | $296 | $2,165-86.3% | $3,496-91.5% | $2,552-88.4% |
| Participant deferral / active EE | $1,604 | $3,194-49.8% | $4,759-66.3% | $4,126-61.1% |
| Admin fee / account holder | $11,730 | $6,434+82.3% | $12,266-4.4% | $7,339+59.8% |