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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 | $141,817 | $126,661+12.0% | $113,397+25.1% | $138,895+2.1% |
| Participation rate | 54.2% | 79.4%-25.3pp | 76.5%-22.3pp | 79.9%-25.8pp |
| Annual return | 13.35% | 25.05%-11.7pp | 23.20%-9.8pp | 145.39%-132.0pp |
| Employer contribution / active EE | $536 | $3,456-84.5% | $2,977-82.0% | $4,194-87.2% |
| Participant deferral / active EE | $3,774 | $5,693-33.7% | $5,076-25.7% | $6,396-41.0% |
| Admin fee / account holder | $3,759 | $14,549-74.2% | $11,957-68.6% | $12,562-70.1% |