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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 | $122,287 | $78,027+56.7% | $178,528-31.5% | $80,925+51.1% |
| Participation rate | 52.6% | 65.7%-13.0pp | 77.1%-24.5pp | 67.7%-15.0pp |
| Annual return | 12.00% | 18.09%-6.1pp | 27.11%-15.1pp | 35.65%-23.6pp |
| Employer contribution / active EE | $177 | $2,281-92.2% | $3,950-95.5% | $2,756-93.6% |
| Participant deferral / active EE | $1,768 | $4,408-59.9% | $6,278-71.8% | $4,299-58.9% |
| Admin fee / account holder | $10,857 | $7,168+51.5% | $10,419+4.2% | $6,940+56.4% |