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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 | $103,248 | $76,407+35.1% | $150,298-31.3% | $82,448+25.2% |
| Participation rate | 19.4% | 66.4%-47.0pp | 77.8%-58.4pp | 68.1%-48.7pp |
| Annual return | 21.56% | 39.99%-18.4pp | 62.79%-41.2pp | 41.64%-20.1pp |
| Employer contribution / active EE | $278 | $2,614-89.4% | $4,154-93.3% | $2,551-89.1% |
| Participant deferral / active EE | $2,236 | $3,214-30.4% | $5,453-59.0% | $4,139-46.0% |
| Admin fee / account holder | $5,573 | $6,352-12.3% | $14,116-60.5% | $7,234-23.0% |